Vantage Financial Partners (Wisconsin)’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 | $6.78M | Sell |
109,295
-129,749
| -54% | -$8.05M | 1.56% | 15 |
|
|
2025
Q1 | $13.9M | Buy |
239,044
+2,658
| +1% | +$155K | 3.47% | 8 |
|
|
2024
Q4 | $14.7M | Sell |
236,386
-208,741
| -47% | -$13M | 3.68% | 8 |
|
|
2024
Q3 | $27.7M | Buy |
445,127
+35,205
| +9% | +$2.19M | 6.88% | 4 |
|
|
2024
Q2 | $24M | Buy |
409,922
+11,803
| +3% | +$691K | 6.23% | 3 |
|
|
2024
Q1 | $24.2M | Buy |
398,119
+954
| +0.2% | +$57.9K | 6.51% | 3 |
|
|
2023
Q4 | $22M | Buy |
397,165
+55,150
| +16% | +$3.06M | 6.47% | 3 |
|
|
2023
Q3 | $17.1M | Buy |
342,015
+170,505
| +99% | +$8.5M | 6.7% | 4 |
|
|
2023
Q2 | $8.97M | Sell |
171,510
-700
| -0.4% | -$36.6K | 3.35% | 9 |
|
|
2023
Q1 | $8.62M | Buy |
172,210
+11,230
| +7% | +$562K | 3.42% | 10 |
|
|
2022
Q4 | $7.79M | Sell |
160,980
-40,655
| -20% | -$1.97M | 4.64% | 8 |
|
|
2022
Q3 | $8.84M | Sell |
201,635
-482,705
| -71% | -$21.2M | 5.96% | 6 |
|
|
2022
Q2 | $31M | Buy |
684,340
+256,325
| +60% | +$11.6M | 18.27% | 3 |
|
|
2022
Q1 | $23M | Sell |
428,015
-137,220
| -24% | -$7.36M | 11.74% | 3 |
|
|
2021
Q4 | $32M | Buy |
+565,235
| New | +$32M | 12.53% | 2 |
|