Strata 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 | $972K | Sell |
15,678
-5,142
| -25% | -$319K | 0.27% | 41 |
|
|
2025
Q1 | $1.21M | Buy |
20,820
+5,201
| +33% | +$303K | 0.38% | 29 |
|
|
2024
Q4 | $973K | Hold |
15,619
| – | – | 0.31% | 38 |
|
|
2024
Q3 | $973K | Hold |
15,619
| – | – | 0.31% | 34 |
|
|
2024
Q2 | $914K | Sell |
15,619
-307
| -2% | -$18K | 0.31% | 34 |
|
|
2024
Q1 | $967K | Buy |
15,926
+301
| +2% | +$18.3K | 0.34% | 32 |
|
|
2023
Q4 | $866K | Buy |
15,625
+195
| +1% | +$10.8K | 0.34% | 32 |
|
|
2023
Q3 | $769K | Buy |
+15,430
| New | +$769K | 0.37% | 22 |
|