Prosperity Capital 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 | $809K | Sell |
13,041
-30,514
| -70% | -$1.89M | 0.08% | 128 |
|
|
2025
Q1 | $2.55M | Buy |
43,555
+2,311
| +6% | +$136K | 0.2% | 80 |
|
|
2024
Q4 | $2.57M | Buy |
41,244
+31,461
| +322% | +$1.96M | 0.21% | 80 |
|
|
2024
Q3 | $610K | Sell |
9,783
-653
| -6% | -$40.7K | 0.05% | 202 |
|
|
2024
Q2 | $611K | Sell |
10,436
-1,875
| -15% | -$110K | 0.07% | 169 |
|
|
2024
Q1 | $748K | Buy |
12,311
+5,796
| +89% | +$352K | 0.09% | 171 |
|
|
2023
Q4 | $361K | Sell |
6,515
-20,625
| -76% | -$1.14M | 0.04% | 177 |
|
|
2023
Q3 | $1.35M | Sell |
27,140
-20,925
| -44% | -$1.04M | 0.18% | 74 |
|
|
2023
Q2 | $2.51M | Buy |
48,065
+34,355
| +251% | +$1.8M | 0.35% | 51 |
|
|
2023
Q1 | $686K | Sell |
13,710
-3,490
| -20% | -$175K | 0.11% | 98 |
|
|
2022
Q4 | $832K | Buy |
+17,200
| New | +$832K | 0.26% | 67 |
|