True Link Financial 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 | – | Sell |
-8,115
| Closed | -$474K | – | 99 |
|
|
2025
Q1 | $474K | Buy |
+8,115
| New | +$474K | 0.04% | 55 |
|
|
2024
Q3 | – | Sell |
-5,579
| Closed | -$326K | – | 70 |
|
|
2024
Q2 | $326K | Sell |
5,579
-591
| -10% | -$34.6K | 0.03% | 49 |
|
|
2024
Q1 | $375K | Sell |
6,170
-575
| -9% | -$34.9K | 0.04% | 49 |
|
|
2023
Q4 | $374K | Sell |
6,745
-6,685
| -50% | -$371K | 0.04% | 45 |
|
|
2023
Q3 | $670K | Sell |
13,430
-2,935
| -18% | -$146K | 0.08% | 69 |
|
|
2023
Q2 | $856K | Sell |
16,365
-6,120
| -27% | -$320K | 0.1% | 59 |
|
|
2023
Q1 | $1.12M | Sell |
22,485
-1,685
| -7% | -$84.3K | 0.14% | 51 |
|
|
2022
Q4 | $1.17M | Sell |
24,170
-14,300
| -37% | -$692K | 0.16% | 47 |
|
|
2022
Q3 | $1.69M | Sell |
38,470
-70
| -0.2% | -$3.07K | 0.24% | 33 |
|
|
2022
Q2 | $1.74M | Sell |
38,540
-355
| -0.9% | -$16.1K | 0.26% | 38 |
|
|
2022
Q1 | $2.09M | Buy |
38,895
+33,665
| +644% | +$1.81M | 0.3% | 30 |
|
|
2021
Q4 | $296K | Hold |
5,230
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $275K | Hold |
5,230
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $281K | Sell |
5,230
-2,855
| -35% | -$153K | 0.04% | 130 |
|
|
2021
Q1 | $421K | Sell |
8,085
-5,855
| -42% | -$305K | 0.06% | 120 |
|
|
2020
Q4 | $641K | Buy |
+13,940
| New | +$641K | 0.1% | 86 |
|