Stratos 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 | $7.91M | Sell |
127,612
-2,919
| -2% | -$181K | 0.42% | 66 |
|
|
2025
Q1 | $7.62M | Buy |
130,531
+3,067
| +2% | +$179K | 0.42% | 61 |
|
|
2024
Q4 | $7.94M | Sell |
127,464
-11,205
| -8% | -$698K | 0.38% | 65 |
|
|
2024
Q3 | $8.64M | Buy |
138,669
+11,385
| +9% | +$710K | 0.4% | 61 |
|
|
2024
Q2 | $7.45M | Sell |
127,284
-1,276
| -1% | -$74.7K | 0.37% | 68 |
|
|
2024
Q1 | $7.81M | Buy |
128,560
+9,605
| +8% | +$583K | 0.46% | 52 |
|
|
2023
Q4 | $6.59M | Buy |
118,955
+4,500
| +4% | +$249K | 0.38% | 62 |
|
|
2023
Q3 | $5.71M | Buy |
114,455
+18,515
| +19% | +$923K | 0.38% | 70 |
|
|
2023
Q2 | $5.02M | Buy |
95,940
+10,545
| +12% | +$551K | 0.36% | 73 |
|
|
2023
Q1 | $4.27M | Buy |
85,395
+1,485
| +2% | +$74.3K | 0.33% | 90 |
|
|
2022
Q4 | $4.06M | Sell |
83,910
-1,140
| -1% | -$55.2K | 0.34% | 84 |
|
|
2022
Q3 | $3.73M | Buy |
85,050
+9,150
| +12% | +$401K | 0.39% | 65 |
|
|
2022
Q2 | $3.43M | Buy |
75,900
+13,185
| +21% | +$597K | 0.31% | 90 |
|
|
2022
Q1 | $3.37M | Buy |
62,715
+5,080
| +9% | +$273K | 0.27% | 99 |
|
|
2021
Q4 | $3.26M | Buy |
57,635
+11,135
| +24% | +$630K | 0.23% | 123 |
|
|
2021
Q3 | $2.45M | Sell |
46,500
-1,910
| -4% | -$101K | 0.21% | 133 |
|
|
2021
Q2 | $2.6M | Buy |
48,410
+9,090
| +23% | +$489K | 0.23% | 119 |
|
|
2021
Q1 | $2.05M | Buy |
39,320
+6,470
| +20% | +$337K | 0.22% | 120 |
|
|
2020
Q4 | $1.51M | Buy |
32,850
+7,130
| +28% | +$328K | 0.21% | 121 |
|
|
2020
Q3 | $953K | Sell |
25,720
-10,685
| -29% | -$396K | 0.23% | 106 |
|
|
2020
Q2 | $1.3M | Buy |
36,405
+10,785
| +42% | +$384K | 0.4% | 67 |
|
|
2020
Q1 | $737K | Sell |
25,620
-10,585
| -29% | -$304K | 0.52% | 55 |
|
|
2019
Q4 | $1.49M | Buy |
36,205
+8,705
| +32% | +$358K | 0.85% | 27 |
|
|
2019
Q3 | $1.06M | Sell |
27,500
-1,970
| -7% | -$76.1K | 0.41% | 63 |
|
|
2019
Q2 | $1.15M | Sell |
29,470
-19,085
| -39% | -$742K | 0.46% | 55 |
|
|
2019
Q1 | $1.84M | Buy |
48,555
+4,260
| +10% | +$161K | 0.99% | 17 |
|
|
2018
Q4 | $1.47M | Buy |
+44,295
| New | +$1.47M | 0.98% | 23 |
|