U.S. Capital 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 | $1.63M | Buy |
26,320
+8,771
| +50% | +$544K | 0.05% | 336 |
|
|
2025
Q1 | $1.02M | Sell |
17,549
-1,909
| -10% | -$111K | 0.03% | 422 |
|
|
2024
Q4 | $1.21M | Buy |
19,458
+1,678
| +9% | +$105K | 0.04% | 398 |
|
|
2024
Q3 | $1.11M | Buy |
17,780
+13
| +0.1% | +$810 | 0.04% | 340 |
|
|
2024
Q2 | $1.04M | Sell |
17,767
-117
| -0.7% | -$6.85K | 0.04% | 341 |
|
|
2024
Q1 | $1.09M | Buy |
17,884
+3,369
| +23% | +$205K | 0.04% | 331 |
|
|
2023
Q4 | $804K | Buy |
14,515
+1,050
| +8% | +$58.2K | 0.03% | 368 |
|
|
2023
Q3 | $671K | Sell |
13,465
-235
| -2% | -$11.7K | 0.03% | 374 |
|
|
2023
Q2 | $716K | Buy |
13,700
+495
| +4% | +$25.9K | 0.03% | 379 |
|
|
2023
Q1 | $661K | Sell |
13,205
-23,885
| -64% | -$1.2M | 0.03% | 385 |
|
|
2022
Q4 | $1.79M | Buy |
37,090
+805
| +2% | +$38.9K | 0.08% | 224 |
|
|
2022
Q3 | $1.59M | Buy |
36,285
+425
| +1% | +$18.6K | 0.08% | 235 |
|
|
2022
Q2 | $1.62M | Buy |
35,860
+35
| +0.1% | +$1.58K | 0.07% | 252 |
|
|
2022
Q1 | $1.92M | Buy |
35,825
+23,880
| +200% | +$1.28M | 0.07% | 258 |
|
|
2021
Q4 | $676K | Buy |
11,945
+70
| +0.6% | +$3.96K | 0.03% | 456 |
|
|
2021
Q3 | $625K | Buy |
+11,875
| New | +$625K | 0.03% | 471 |
|