Peterson Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
28,682
+665
| +2% | +$41.2K | 0.29% | 31 |
|
|
2025
Q1 | $1.47M | Buy |
28,017
+18,851
| +206% | +$986K | 0.28% | 31 |
|
|
2024
Q4 | $577K | Sell |
9,166
-355
| -4% | -$22.3K | 0.1% | 50 |
|
|
2024
Q3 | $593K | Sell |
9,521
-1,602
| -14% | -$99.8K | 0.11% | 48 |
|
|
2024
Q2 | $651K | Buy |
11,123
+28
| +0.3% | +$1.64K | 0.14% | 41 |
|
|
2024
Q1 | $674K | Buy |
11,095
+25
| +0.2% | +$1.52K | 0.14% | 40 |
|
|
2023
Q4 | $614K | Sell |
11,070
-240
| -2% | -$13.3K | 0.15% | 37 |
|
|
2023
Q3 | $564K | Hold |
11,310
| – | – | 0.15% | 39 |
|
|
2023
Q2 | $593K | Sell |
11,310
-235
| -2% | -$12.3K | 0.16% | 37 |
|
|
2023
Q1 | $578K | Sell |
11,545
-245
| -2% | -$12.3K | 0.16% | 40 |
|
|
2022
Q4 | $570K | Buy |
11,790
+570
| +5% | +$27.6K | 0.17% | 39 |
|
|
2022
Q3 | $492K | Hold |
11,220
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $508K | Hold |
11,220
| – | – | 0.17% | 35 |
|
|
2022
Q1 | $602K | Sell |
11,220
-360
| -3% | -$19.3K | 0.18% | 39 |
|
|
2021
Q4 | $656K | Buy |
11,580
+130
| +1% | +$7.36K | 0.19% | 36 |
|
|
2021
Q3 | $602K | Hold |
11,450
| – | – | 0.2% | 36 |
|
|
2021
Q2 | $615K | Hold |
11,450
| – | – | 0.22% | 33 |
|
|
2021
Q1 | $596K | Sell |
11,450
-85
| -0.7% | -$4.42K | 0.24% | 29 |
|
|
2020
Q4 | $530K | Hold |
11,535
| – | – | 0.23% | 33 |
|
|
2020
Q3 | $427K | Buy |
11,535
+55
| +0.5% | +$2.04K | 0.22% | 36 |
|
|
2020
Q2 | $408K | Sell |
11,480
-2,810
| -20% | -$99.9K | 0.22% | 34 |
|
|
2020
Q1 | $411K | Sell |
14,290
-9,270
| -39% | -$267K | 0.27% | 33 |
|
|
2019
Q4 | $970K | Buy |
23,560
+185
| +0.8% | +$7.62K | 0.55% | 18 |
|
|
2019
Q3 | $903K | Buy |
23,375
+115
| +0.5% | +$4.44K | 0.55% | 18 |
|
|
2019
Q2 | $904K | Buy |
23,260
+500
| +2% | +$19.4K | 0.57% | 18 |
|
|
2019
Q1 | $894K | Sell |
22,760
-3,690
| -14% | -$145K | 0.6% | 18 |
|
|
2018
Q4 | $878K | Sell |
26,450
-5,275
| -17% | -$175K | 0.7% | 18 |
|
|
2018
Q3 | $1.28M | Sell |
31,725
-945
| -3% | -$38K | 0.93% | 17 |
|
|
2018
Q2 | $1.27M | Sell |
32,670
-2,660
| -8% | -$104K | 1.03% | 17 |
|
|
2018
Q1 | $1.33M | Sell |
35,330
-1,235
| -3% | -$46.3K | 1.09% | 17 |
|
|
2017
Q4 | $1.39M | Buy |
+36,565
| New | +$1.39M | 1.25% | 14 |
|