Wealth Advisors of Tampa Bay’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 | – | Sell |
-1,306
| Closed | -$76.2K | – | 117 |
|
|
2025
Q1 | $76.2K | Buy |
+1,306
| New | +$76.2K | 0.03% | 116 |
|
|
2022
Q2 | – | Sell |
-4,550
| Closed | -$244K | – | 100 |
|
|
2022
Q1 | $244K | Hold |
4,550
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $258K | Buy |
+4,550
| New | +$258K | 0.06% | 94 |
|
|
2018
Q4 | – | Sell |
-5,330
| Closed | -$215K | – | 71 |
|
|
2018
Q3 | $215K | Hold |
5,330
| – | – | 0.15% | 68 |
|
|
2018
Q2 | $208K | Buy |
+5,330
| New | +$208K | 0.16% | 67 |
|