Twin Peaks 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 | $550K | Sell |
8,636
-185
| -2% | -$11.8K | 0.18% | 86 |
|
|
2025
Q1 | $485K | Sell |
8,821
-14,956
| -63% | -$822K | 0.22% | 82 |
|
|
2024
Q4 | $1.48M | Buy |
23,777
+1,946
| +9% | +$121K | 0.63% | 38 |
|
|
2024
Q3 | $1.36M | Sell |
21,831
-713
| -3% | -$44.4K | 0.63% | 38 |
|
|
2024
Q2 | $1.32M | Buy |
22,544
+3,100
| +16% | +$181K | 0.66% | 37 |
|
|
2024
Q1 | $1.18M | Sell |
19,444
-106
| -0.5% | -$6.44K | 0.66% | 37 |
|
|
2023
Q4 | $1.08M | Buy |
+19,550
| New | +$1.08M | 0.69% | 35 |
|