Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-37,530
| Closed | -$2.2M | – | 30 |
|
|
2024
Q2 | $2.2M | Sell |
37,530
-16,399
| -30% | -$960K | 2.64% | 11 |
|
|
2024
Q1 | $3.28M | Buy |
53,929
+7,509
| +16% | +$456K | 2.47% | 10 |
|
|
2023
Q4 | $2.57M | Buy |
46,420
+17,335
| +60% | +$961K | 1.98% | 11 |
|
|
2023
Q3 | $1.45M | Buy |
29,085
+7,125
| +32% | +$355K | 1.26% | 21 |
|
|
2023
Q2 | $1.15M | Buy |
21,960
+17,115
| +353% | +$895K | 0.96% | 26 |
|
|
2023
Q1 | $242K | Buy |
+4,845
| New | +$242K | 0.24% | 57 |
|