Sax 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 | $38.9M | Buy |
627,190
+881
| +0.1% | +$54.6K | 2.35% | 7 |
|
|
2025
Q1 | $36.5M | Buy |
626,309
+5,267
| +0.8% | +$307K | 2.62% | 8 |
|
|
2024
Q4 | $38.7M | Sell |
621,042
-14,332
| -2% | -$893K | 3.03% | 7 |
|
|
2024
Q3 | $39.6M | Sell |
635,374
-145,389
| -19% | -$9.06M | 3.53% | 6 |
|
|
2024
Q2 | $45.7M | Buy |
780,763
+19,454
| +3% | +$1.14M | 4.35% | 6 |
|
|
2024
Q1 | $46.2M | Buy |
761,309
+272,509
| +56% | +$16.6M | 5.4% | 6 |
|
|
2023
Q4 | $27.1M | Sell |
488,800
-35,305
| -7% | -$1.96M | 4.42% | 6 |
|
|
2023
Q3 | $26.1M | Buy |
524,105
+3,005
| +0.6% | +$150K | 5.15% | 5 |
|
|
2023
Q2 | $27.3M | Buy |
521,100
+5,480
| +1% | +$287K | 5.43% | 4 |
|
|
2023
Q1 | $25.8M | Buy |
515,620
+10,430
| +2% | +$522K | 5.6% | 4 |
|
|
2022
Q4 | $24.4M | Buy |
505,190
+26,830
| +6% | +$1.3M | 5.64% | 4 |
|
|
2022
Q3 | $21M | Buy |
478,360
+29,125
| +6% | +$1.28M | 5.4% | 5 |
|
|
2022
Q2 | $20.3M | Buy |
449,235
+18,510
| +4% | +$838K | 5.17% | 5 |
|
|
2022
Q1 | $23.1M | Buy |
430,725
+10,695
| +3% | +$574K | 5.59% | 4 |
|
|
2021
Q4 | $23.8M | Buy |
420,030
+35,760
| +9% | +$2.02M | 4.95% | 4 |
|
|
2021
Q3 | $20.2M | Buy |
384,270
+19,555
| +5% | +$1.03M | 4.8% | 4 |
|
|
2021
Q2 | $19.6M | Buy |
364,715
+24,280
| +7% | +$1.3M | 6.72% | 1 |
|
|
2021
Q1 | $17.7M | Buy |
340,435
+10,380
| +3% | +$540K | 6.48% | 1 |
|
|
2020
Q4 | $15.2M | Buy |
+330,055
| New | +$15.2M | 6.97% | 1 |
|