WBH Advisory’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 | $937K | Sell |
15,115
-1,431
| -9% | -$88.8K | 0.08% | 169 |
|
|
2025
Q1 | $965K | Sell |
16,546
-2,372
| -13% | -$138K | 0.09% | 159 |
|
|
2024
Q4 | $1.18M | Sell |
18,918
-290
| -2% | -$18.1K | 0.11% | 135 |
|
|
2024
Q3 | $1.2M | Sell |
19,208
-166
| -0.9% | -$10.3K | 0.11% | 133 |
|
|
2024
Q2 | $1.13M | Sell |
19,374
-591
| -3% | -$34.6K | 0.11% | 135 |
|
|
2024
Q1 | $1.21M | Buy |
19,965
+150
| +0.8% | +$9.11K | 0.12% | 135 |
|
|
2023
Q4 | $1.1M | Sell |
19,815
-720
| -4% | -$39.9K | 0.12% | 144 |
|
|
2023
Q3 | $1.02M | Sell |
20,535
-5,510
| -21% | -$275K | 0.13% | 141 |
|
|
2023
Q2 | $1.36M | Sell |
26,045
-30
| -0.1% | -$1.57K | 0.16% | 120 |
|
|
2023
Q1 | $1.3M | Buy |
+26,075
| New | +$1.3M | 0.16% | 125 |
|
|
2022
Q3 | $1.1M | Sell |
25,170
-285
| -1% | -$12.5K | 0.16% | 132 |
|
|
2022
Q2 | $1.17M | Sell |
25,455
-4,780
| -16% | -$219K | 0.16% | 129 |
|
|
2022
Q1 | $1.55M | Buy |
30,235
+1,200
| +4% | +$61.5K | 0.19% | 111 |
|
|
2021
Q4 | $1.64M | Sell |
29,035
-170
| -0.6% | -$9.63K | 0.19% | 107 |
|
|
2021
Q3 | $1.54M | Buy |
29,205
+310
| +1% | +$16.3K | 0.21% | 109 |
|
|
2021
Q2 | $1.54M | Buy |
28,895
+500
| +2% | +$26.7K | 0.23% | 93 |
|
|
2021
Q1 | $1.48M | Buy |
28,395
+1,370
| +5% | +$71.3K | 0.24% | 91 |
|
|
2020
Q4 | $1.33M | Buy |
27,025
+40
| +0.1% | +$1.97K | 0.23% | 90 |
|
|
2020
Q3 | $1M | Sell |
26,985
-2,530
| -9% | -$93.8K | 0.2% | 100 |
|
|
2020
Q2 | $1.05M | Buy |
29,515
+2,600
| +10% | +$92.4K | 0.25% | 94 |
|
|
2020
Q1 | $774 | Sell |
26,915
-26,660
| -50% | -$767 | 0.18% | 102 |
|
|
2019
Q4 | $2.21M | Sell |
53,575
-1,715
| -3% | -$70.6K | 0.45% | 47 |
|
|
2019
Q3 | $2.14M | Buy |
55,290
+13,200
| +31% | +$510K | 0.48% | 49 |
|
|
2019
Q2 | $1.64M | Buy |
42,090
+3,975
| +10% | +$154K | 0.38% | 65 |
|
|
2019
Q1 | $1.44M | Buy |
38,115
+11,540
| +43% | +$437K | 0.34% | 71 |
|
|
2018
Q4 | $882 | Buy |
26,575
+295
| +1% | +$10 | 0.21% | 100 |
|
|
2018
Q3 | $1.06M | Buy |
26,280
+4,210
| +19% | +$169K | 0.26% | 94 |
|
|
2018
Q2 | $859K | Buy |
22,070
+1,845
| +9% | +$71.8K | 0.22% | 104 |
|
|
2018
Q1 | $758K | Buy |
20,225
+5,270
| +35% | +$198K | 0.21% | 108 |
|
|
2017
Q4 | $567K | Sell |
14,955
-3,595
| -19% | -$136K | 0.15% | 131 |
|
|
2017
Q3 | $663K | Buy |
18,550
+725
| +4% | +$25.9K | 0.19% | 113 |
|
|
2017
Q2 | $620K | Hold |
17,825
| – | – | 0.17% | 119 |
|
|
2017
Q1 | $610K | Buy |
17,825
+505
| +3% | +$17.3K | 0.18% | 119 |
|
|
2016
Q4 | $572K | Buy |
17,320
+1,000
| +6% | +$33K | 0.19% | 115 |
|
|
2016
Q3 | $504K | Buy |
16,320
+4,750
| +41% | +$147K | 0.17% | 128 |
|
|
2016
Q2 | $345K | Buy |
11,570
+2,730
| +31% | +$81.4K | 0.13% | 140 |
|
|
2016
Q1 | $254K | Hold |
8,840
| – | – | 0.09% | 168 |
|
|
2015
Q4 | $246 | Buy |
+8,840
| New | +$246 | 0.09% | 169 |
|