Platte River 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 | $3.72M | Sell |
59,760
-2,980
| -5% | -$186K | 1% | 25 |
|
|
2024
Q2 | $3.67M | Buy |
62,740
+300
| +0.5% | +$17.6K | 1.03% | 25 |
|
|
2024
Q1 | $3.79M | Buy |
62,440
+4,360
| +8% | +$265K | 1.08% | 26 |
|
|
2023
Q4 | $3.22M | Buy |
58,080
+9,910
| +21% | +$549K | 1.07% | 26 |
|
|
2023
Q3 | $2.4M | Buy |
48,170
+410
| +0.9% | +$20.4K | 0.88% | 30 |
|
|
2023
Q2 | $2.5M | Buy |
47,760
+4,420
| +10% | +$231K | 0.88% | 30 |
|
|
2023
Q1 | $2.17M | Sell |
43,340
-10,735
| -20% | -$537K | 0.83% | 30 |
|
|
2022
Q4 | $2.62M | Buy |
54,075
+3,740
| +7% | +$181K | 1.11% | 24 |
|
|
2022
Q3 | $2.21M | Sell |
50,335
-925
| -2% | -$40.6K | 0.99% | 27 |
|
|
2022
Q2 | $2.32M | Buy |
51,260
+8,945
| +21% | +$405K | 1% | 26 |
|
|
2022
Q1 | $2.27M | Sell |
42,315
-30
| -0.1% | -$1.61K | 0.83% | 27 |
|
|
2021
Q4 | $2.37M | Sell |
42,345
-1,880
| -4% | -$105K | 0.81% | 29 |
|
|
2021
Q3 | $2.33M | Buy |
44,225
+910
| +2% | +$47.9K | 0.86% | 27 |
|
|
2021
Q2 | $2.33M | Buy |
43,315
+1,220
| +3% | +$65.6K | 0.88% | 27 |
|
|
2021
Q1 | $2.23M | Buy |
42,095
+290
| +0.7% | +$15.4K | 0.92% | 27 |
|
|
2020
Q4 | $2.05M | Sell |
41,805
-535
| -1% | -$26.2K | 0.88% | 28 |
|
|
2020
Q3 | $1.57M | Sell |
42,340
-1,275
| -3% | -$47.2K | 0.81% | 29 |
|
|
2020
Q2 | $1.56M | Buy |
+43,615
| New | +$1.56M | 0.86% | 31 |
|
|
2019
Q4 | $4.37M | Buy |
+109,065
| New | +$4.37M | 2.3% | 9 |
|