Visionary Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $330K | Buy |
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