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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
66,909
-844
| -1% | -$52.3K | 0.52% | 49 |
|
|
2025
Q1 | $3.95M | Sell |
67,753
-731
| -1% | -$42.7K | 0.55% | 47 |
|
|
2024
Q4 | $4.27M | Sell |
68,484
-539
| -0.8% | -$33.6K | 0.57% | 48 |
|
|
2024
Q3 | $4.3M | Sell |
69,023
-182
| -0.3% | -$11.3K | 0.57% | 48 |
|
|
2024
Q2 | $4.05M | Sell |
69,205
-1,750
| -2% | -$102K | 0.58% | 47 |
|
|
2024
Q1 | $4.31M | Sell |
70,955
-4,215
| -6% | -$256K | 0.63% | 44 |
|
|
2023
Q4 | $4.17M | Buy |
75,170
+4,160
| +6% | +$231K | 0.67% | 41 |
|
|
2023
Q3 | $3.54M | Sell |
71,010
-2,560
| -3% | -$128K | 0.63% | 43 |
|
|
2023
Q2 | $3.85M | Sell |
73,570
-1,215
| -2% | -$63.5K | 0.65% | 39 |
|
|
2023
Q1 | $3.74M | Buy |
74,785
+540
| +0.7% | +$27K | 0.68% | 38 |
|
|
2022
Q4 | $3.59M | Sell |
74,245
-1,130
| -1% | -$54.7K | 0.69% | 42 |
|
|
2022
Q3 | $3.31M | Sell |
75,375
-6,390
| -8% | -$280K | 0.71% | 38 |
|
|
2022
Q2 | $3.7M | Sell |
81,765
-2,370
| -3% | -$107K | 0.68% | 42 |
|
|
2022
Q1 | $4.52M | Sell |
84,135
-605
| -0.7% | -$32.5K | 0.72% | 38 |
|
|
2021
Q4 | $4.8M | Sell |
84,740
-445
| -0.5% | -$25.2K | 0.74% | 38 |
|
|
2021
Q3 | $4.48M | Sell |
85,185
-1,460
| -2% | -$76.8K | 0.77% | 35 |
|
|
2021
Q2 | $4.66M | Sell |
86,645
-180
| -0.2% | -$9.68K | 0.81% | 31 |
|
|
2021
Q1 | $4.52M | Sell |
86,825
-35
| -0% | -$1.82K | 0.85% | 31 |
|
|
2020
Q4 | $3.99M | Buy |
86,860
+540
| +0.6% | +$24.8K | 0.86% | 30 |
|
|
2020
Q3 | $3.2M | Sell |
86,320
-2,345
| -3% | -$86.9K | 0.83% | 29 |
|
|
2020
Q2 | $3.15M | Buy |
88,665
+8,330
| +10% | +$296K | 0.96% | 26 |
|
|
2020
Q1 | $2.31M | Sell |
80,335
-35,410
| -31% | -$1.02M | 0.92% | 29 |
|
|
2019
Q4 | $4.76M | Buy |
115,745
+3,040
| +3% | +$125K | 1.61% | 15 |
|
|
2019
Q3 | $4.36M | Buy |
112,705
+2,005
| +2% | +$77.5K | 1.65% | 13 |
|
|
2019
Q2 | $4.3M | Buy |
110,700
+8,200
| +8% | +$319K | 1.68% | 15 |
|
|
2019
Q1 | $3.88M | Buy |
102,500
+25
| +0% | +$947 | 1.63% | 13 |
|
|
2018
Q4 | $3.4M | Buy |
102,475
+10,750
| +12% | +$357K | 1.51% | 13 |
|
|
2018
Q3 | $3.69M | Buy |
91,725
+1,260
| +1% | +$50.7K | 1.36% | 16 |
|
|
2018
Q2 | $3.52M | Sell |
90,465
-1,255
| -1% | -$48.9K | 1.37% | 12 |
|
|
2018
Q1 | $3.44M | Sell |
91,720
-3,275
| -3% | -$123K | 1.45% | 12 |
|
|
2017
Q4 | $3.61M | Sell |
94,995
-720
| -0.8% | -$27.3K | 1.5% | 13 |
|
|
2017
Q3 | $3.43M | Sell |
95,715
-8,025
| -8% | -$287K | 1.55% | 10 |
|
|
2017
Q2 | $3.61M | Sell |
103,740
-720
| -0.7% | -$25K | 1.68% | 8 |
|
|
2017
Q1 | $3.58M | Buy |
104,460
+135
| +0.1% | +$4.62K | 1.74% | 6 |
|
|
2016
Q4 | $3.45M | Buy |
104,325
+9,965
| +11% | +$330K | 1.75% | 7 |
|
|
2016
Q3 | $2.92M | Buy |
94,360
+6,570
| +7% | +$203K | 1.61% | 10 |
|
|
2016
Q2 | $2.62M | Buy |
87,790
+13,755
| +19% | +$411K | 1.51% | 15 |
|
|
2016
Q1 | $2.14M | Buy |
74,035
+44,410
| +150% | +$1.28M | 1.28% | 21 |
|
|
2015
Q4 | $825K | Buy |
+29,625
| New | +$825K | 0.52% | 68 |
|