Primoris 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 | $771K | Buy |
12,434
+1
| +0% | +$62 | 0.53% | 46 |
|
|
2025
Q1 | $725K | Buy |
12,433
+743
| +6% | +$43.4K | 0.56% | 45 |
|
|
2024
Q4 | $728K | Sell |
11,690
-5
| -0% | -$312 | 0.55% | 46 |
|
|
2024
Q3 | $729K | Hold |
11,695
| – | – | 0.53% | 52 |
|
|
2024
Q2 | $684K | Hold |
11,695
| – | – | 0.55% | 50 |
|
|
2024
Q1 | $710K | Hold |
11,695
| – | – | 0.57% | 49 |
|
|
2023
Q4 | $648K | Buy |
+11,695
| New | +$648K | 0.61% | 44 |
|