Roger Wittlin Investment Advisory’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 | $2.12M | Buy |
34,172
+106
| +0.3% | +$6.57K | 1.18% | 16 |
|
|
2025
Q1 | $1.99M | Buy |
34,066
+94
| +0.3% | +$5.49K | 1.16% | 17 |
|
|
2024
Q4 | $2.12M | Buy |
33,972
+145
| +0.4% | +$9.04K | 1.19% | 16 |
|
|
2024
Q3 | $2.11M | Buy |
33,827
+130
| +0.4% | +$8.1K | 1.21% | 16 |
|
|
2024
Q2 | $1.97M | Sell |
33,697
-6,305
| -16% | -$369K | 1.27% | 17 |
|
|
2024
Q1 | $2.43M | Sell |
40,002
-66,663
| -62% | -$4.05M | 1.7% | 15 |
|
|
2023
Q4 | $5.91M | Sell |
106,665
-490
| -0.5% | -$27.2K | 4.37% | 7 |
|
|
2023
Q3 | $5.34M | Hold |
107,155
| – | – | 4.54% | 7 |
|
|
2023
Q2 | $5.6M | Buy |
107,155
+310
| +0.3% | +$16.2K | 4.54% | 8 |
|
|
2023
Q1 | $5.35M | Buy |
106,845
+410
| +0.4% | +$20.5K | 4.78% | 9 |
|
|
2022
Q4 | $5.15M | Buy |
+106,435
| New | +$5.15M | 5.14% | 9 |
|
|
2022
Q3 | – | Sell |
-82,790
| Closed | -$3.75M | – | 19 |
|
|
2022
Q2 | $3.75M | Buy |
+82,790
| New | +$3.75M | 3.7% | 11 |
|