Physician 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 | $8.8M | Buy |
141,835
+3,422
| +2% | +$212K | 1.38% | 21 |
|
|
2025
Q1 | $8.08M | Sell |
138,413
-21,496
| -13% | -$1.25M | 1.39% | 18 |
|
|
2024
Q4 | $9.96M | Buy |
159,909
+3,868
| +2% | +$241K | 1.68% | 16 |
|
|
2024
Q3 | $9.87M | Buy |
156,041
+1,284
| +0.8% | +$81.2K | 1.78% | 16 |
|
|
2024
Q2 | $9.63M | Buy |
154,757
+5,697
| +4% | +$355K | 1.78% | 15 |
|
|
2024
Q1 | $8.5M | Buy |
149,060
+2,825
| +2% | +$161K | 1.79% | 16 |
|
|
2023
Q4 | $8.08M | Sell |
146,235
-31,060
| -18% | -$1.72M | 1.8% | 12 |
|
|
2023
Q3 | $8.75M | Buy |
177,295
+34,075
| +24% | +$1.68M | 2.25% | 12 |
|
|
2023
Q2 | $7.51M | Buy |
143,220
+590
| +0.4% | +$30.9K | 1.86% | 15 |
|
|
2023
Q1 | $7.13M | Buy |
142,630
+60
| +0% | +$3K | 1.87% | 15 |
|
|
2022
Q4 | $7.33M | Sell |
142,570
-815
| -0.6% | -$41.9K | 1.98% | 14 |
|
|
2022
Q3 | $6.7M | Buy |
143,385
+3,725
| +3% | +$174K | 2.06% | 11 |
|
|
2022
Q2 | $7.01M | Buy |
139,660
+2,620
| +2% | +$131K | 2.03% | 12 |
|
|
2022
Q1 | $7.13M | Buy |
137,040
+33,705
| +33% | +$1.75M | 1.89% | 10 |
|
|
2021
Q4 | $5.75M | Buy |
103,335
+8,120
| +9% | +$452K | 1.51% | 14 |
|
|
2021
Q3 | $5.22M | Buy |
95,215
+4,485
| +5% | +$246K | 1.44% | 17 |
|
|
2021
Q2 | $4.8M | Buy |
90,730
+1,730
| +2% | +$91.5K | 1.37% | 20 |
|
|
2021
Q1 | $4.73M | Buy |
89,000
+1,720
| +2% | +$91.5K | 1.54% | 15 |
|
|
2020
Q4 | $4.35M | Buy |
87,280
+4,465
| +5% | +$223K | 1.48% | 17 |
|
|
2020
Q3 | $3.2M | Buy |
82,815
+7,020
| +9% | +$271K | 1.28% | 20 |
|
|
2020
Q2 | $2.95M | Buy |
75,795
+31,695
| +72% | +$1.23M | 1.19% | 20 |
|
|
2020
Q1 | $1.33M | Sell |
44,100
-27,845
| -39% | -$839K | 0.66% | 32 |
|
|
2019
Q4 | $2.97M | Buy |
71,945
+4,025
| +6% | +$166K | 1.32% | 17 |
|
|
2019
Q3 | $2.73M | Buy |
+67,920
| New | +$2.73M | 1.33% | 18 |
|