Walkner Condon Financial 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 | $14.3M | Buy |
229,926
+23,039
| +11% | +$1.43M | 2.62% | 7 |
|
|
2025
Q1 | $12.1M | Buy |
206,887
+140,050
| +210% | +$8.17M | 2.44% | 11 |
|
|
2024
Q4 | $4.16M | Buy |
66,837
+82
| +0.1% | +$5.11K | 0.85% | 31 |
|
|
2024
Q3 | $4.16M | Buy |
66,755
+27,554
| +70% | +$1.72M | 0.85% | 30 |
|
|
2024
Q2 | $2.45M | Sell |
39,201
-3,376
| -8% | -$211K | 0.53% | 49 |
|
|
2024
Q1 | $2.59M | Buy |
42,577
+1,337
| +3% | +$81.2K | 0.55% | 49 |
|
|
2023
Q4 | $2.29M | Buy |
41,240
+10,140
| +33% | +$562K | 0.52% | 54 |
|
|
2023
Q3 | $1.55M | Buy |
31,100
+3,710
| +14% | +$185K | 0.41% | 63 |
|
|
2023
Q2 | $1.43M | Sell |
27,390
-430
| -2% | -$22.5K | 0.38% | 65 |
|
|
2023
Q1 | $1.39M | Buy |
27,820
+2,165
| +8% | +$108K | 0.39% | 62 |
|
|
2022
Q4 | $1.24M | Buy |
25,655
+3,350
| +15% | +$162K | 0.37% | 63 |
|
|
2022
Q3 | $978K | Buy |
22,305
+4,690
| +27% | +$206K | 0.32% | 71 |
|
|
2022
Q2 | $797K | Buy |
17,615
+1,145
| +7% | +$51.8K | 0.25% | 86 |
|
|
2022
Q1 | $884K | Buy |
16,470
+5,110
| +45% | +$274K | 0.25% | 81 |
|
|
2021
Q4 | $643K | Buy |
11,360
+200
| +2% | +$11.3K | 0.42% | 59 |
|
|
2021
Q3 | $587K | Buy |
11,160
+3,115
| +39% | +$164K | 0.29% | 74 |
|
|
2021
Q2 | $432K | Buy |
8,045
+775
| +11% | +$41.6K | 0.16% | 110 |
|
|
2021
Q1 | $379K | Buy |
7,270
+245
| +3% | +$12.8K | 0.15% | 116 |
|
|
2020
Q4 | $323K | Buy |
7,025
+185
| +3% | +$8.51K | 0.14% | 101 |
|
|
2020
Q3 | $254K | Buy |
+6,840
| New | +$254K | 0.14% | 107 |
|