W Advisors LLC’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 | $368K | Hold |
5,931
| – | – | 0.21% | 92 |
|
|
2025
Q1 | $346K | Hold |
5,931
| – | – | 0.22% | 88 |
|
|
2024
Q4 | $370K | Hold |
5,931
| – | – | 0.23% | 84 |
|
|
2024
Q3 | $370K | Sell |
5,931
-14
| -0.2% | -$872 | 0.23% | 81 |
|
|
2024
Q2 | $348K | Hold |
5,945
| – | – | 0.23% | 79 |
|
|
2024
Q1 | $361K | Hold |
5,945
| – | – | 0.25% | 80 |
|
|
2023
Q4 | $330K | Sell |
5,945
-4,160
| -41% | -$231K | 0.24% | 79 |
|
|
2023
Q3 | $504K | Buy |
10,105
+4,080
| +68% | +$203K | 0.41% | 57 |
|
|
2023
Q2 | $315K | Hold |
6,025
| – | – | 0.25% | 77 |
|
|
2023
Q1 | $301K | Sell |
6,025
-500
| -8% | -$25K | 0.25% | 81 |
|
|
2022
Q4 | $316K | Sell |
6,525
-180
| -3% | -$8.71K | 0.26% | 79 |
|
|
2022
Q3 | $294K | Sell |
6,705
-750
| -10% | -$32.9K | 0.27% | 77 |
|
|
2022
Q2 | $338K | Sell |
7,455
-1,025
| -12% | -$46.5K | 0.29% | 72 |
|
|
2022
Q1 | $455K | Sell |
8,480
-285
| -3% | -$15.3K | 0.34% | 64 |
|
|
2021
Q4 | $496K | Buy |
+8,765
| New | +$496K | 0.37% | 61 |
|