Powell Investment 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 | $737K | Buy |
11,889
+1,917
| +19% | +$119K | 0.28% | 55 |
|
|
2025
Q1 | $582K | Buy |
9,972
+1,953
| +24% | +$114K | 0.29% | 53 |
|
|
2024
Q4 | $500K | Buy |
8,019
+29
| +0.4% | +$1.81K | 0.23% | 67 |
|
|
2024
Q3 | $498K | Buy |
7,990
+645
| +9% | +$40.2K | 0.23% | 63 |
|
|
2024
Q2 | $430K | Buy |
7,345
+17
| +0.2% | +$995 | 0.22% | 68 |
|
|
2024
Q1 | $445K | Sell |
7,328
-1,402
| -16% | -$85.2K | 0.24% | 69 |
|
|
2023
Q4 | $484K | Buy |
8,730
+1,470
| +20% | +$81.5K | 0.27% | 59 |
|
|
2023
Q3 | $364K | Hold |
7,260
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $380K | Sell |
7,260
-1,980
| -21% | -$104K | 0.22% | 72 |
|
|
2023
Q1 | $462K | Buy |
9,240
+2,020
| +28% | +$101K | 0.26% | 66 |
|
|
2022
Q4 | $349K | Buy |
7,220
+1,260
| +21% | +$60.9K | 0.2% | 80 |
|
|
2022
Q3 | $261K | Sell |
5,960
-1,200
| -17% | -$52.6K | 0.17% | 92 |
|
|
2022
Q2 | $324K | Buy |
7,160
+2,070
| +41% | +$93.7K | 0.2% | 74 |
|
|
2022
Q1 | $273K | Buy |
5,090
+10
| +0.2% | +$536 | 0.16% | 76 |
|
|
2021
Q4 | $288K | Buy |
5,080
+25
| +0.5% | +$1.42K | 0.16% | 79 |
|
|
2021
Q3 | $266K | Hold |
5,055
| – | – | 0.16% | 81 |
|
|
2021
Q2 | $272K | Sell |
5,055
-60
| -1% | -$3.23K | 0.17% | 84 |
|
|
2021
Q1 | $266K | Buy |
5,115
+945
| +23% | +$49.1K | 0.17% | 78 |
|
|
2020
Q4 | $192K | Hold |
4,170
| – | – | 0.15% | 88 |
|
|
2020
Q3 | $155K | Hold |
4,170
| – | – | 0.13% | 91 |
|
|
2020
Q2 | $148K | Hold |
4,170
| – | – | 0.14% | 94 |
|
|
2020
Q1 | $120K | Sell |
4,170
-415
| -9% | -$11.9K | 0.15% | 95 |
|
|
2019
Q4 | $189K | Buy |
+4,585
| New | +$189K | 0.2% | 99 |
|