Warren Street 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 | $1.15M | Buy |
18,608
+3,118
| +20% | +$193K | 0.38% | 34 |
|
|
2025
Q1 | $904K | Hold |
15,490
| – | – | 0.35% | 37 |
|
|
2024
Q4 | $965K | Sell |
15,490
-41
| -0.3% | -$2.56K | 0.4% | 32 |
|
|
2024
Q3 | $968K | Hold |
15,531
| – | – | 0.4% | 33 |
|
|
2024
Q2 | $909K | Hold |
15,531
| – | – | 0.45% | 32 |
|
|
2024
Q1 | $943K | Buy |
15,531
+171
| +1% | +$10.4K | 0.47% | 30 |
|
|
2023
Q4 | $852K | Sell |
15,360
-145
| -0.9% | -$8.04K | 0.48% | 31 |
|
|
2023
Q3 | $773K | Hold |
15,505
| – | – | 0.51% | 27 |
|
|
2023
Q2 | $811K | Sell |
15,505
-90
| -0.6% | -$4.71K | 0.53% | 26 |
|
|
2023
Q1 | $780K | Sell |
15,595
-70
| -0.4% | -$3.5K | 0.56% | 21 |
|
|
2022
Q4 | $758K | Buy |
15,665
+1,675
| +12% | +$81.1K | 0.61% | 20 |
|
|
2022
Q3 | $613K | Hold |
13,990
| – | – | 0.62% | 25 |
|
|
2022
Q2 | $633K | Sell |
13,990
-370
| -3% | -$16.7K | 0.61% | 24 |
|
|
2022
Q1 | $771K | Sell |
14,360
-3,110
| -18% | -$167K | 0.67% | 24 |
|
|
2021
Q4 | $989K | Buy |
+17,470
| New | +$989K | 0.91% | 19 |
|