Wealth Alliance’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 | $3.61M | Buy |
58,199
+1,011
| +2% | +$62.7K | 0.4% | 48 |
|
|
2025
Q1 | $3.34M | Buy |
57,188
+1,120
| +2% | +$65.4K | 0.4% | 48 |
|
|
2024
Q4 | $3.49M | Buy |
56,068
+460
| +0.8% | +$28.7K | 0.42% | 42 |
|
|
2024
Q3 | $3.47M | Buy |
55,608
+303
| +0.5% | +$18.9K | 0.41% | 38 |
|
|
2024
Q2 | $3.24M | Buy |
55,305
+262
| +0.5% | +$15.3K | 0.42% | 41 |
|
|
2024
Q1 | $3.34M | Sell |
55,043
-4,347
| -7% | -$264K | 0.44% | 37 |
|
|
2023
Q4 | $3.29M | Sell |
59,390
-36,045
| -38% | -$2M | 0.46% | 36 |
|
|
2023
Q3 | $4.76M | Buy |
95,435
+36,915
| +63% | +$1.84M | 0.75% | 15 |
|
|
2023
Q2 | $3.06M | Buy |
58,520
+395
| +0.7% | +$20.7K | 0.46% | 36 |
|
|
2023
Q1 | $2.91M | Sell |
58,125
-1,145
| -2% | -$57.3K | 0.47% | 32 |
|
|
2022
Q4 | $2.87M | Sell |
59,270
-555
| -0.9% | -$26.8K | 0.51% | 30 |
|
|
2022
Q3 | $2.62M | Sell |
59,825
-3,005
| -5% | -$132K | 0.52% | 28 |
|
|
2022
Q2 | $2.84M | Sell |
62,830
-8,405
| -12% | -$380K | 0.55% | 29 |
|
|
2022
Q1 | $3.82M | Sell |
71,235
-445
| -0.6% | -$23.9K | 0.78% | 19 |
|
|
2021
Q4 | $4.06M | Sell |
71,680
-505
| -0.7% | -$28.6K | 0.82% | 18 |
|
|
2021
Q3 | $3.8M | Sell |
72,185
-13,475
| -16% | -$709K | 0.85% | 21 |
|
|
2021
Q2 | $4.6M | Sell |
85,660
-4,320
| -5% | -$232K | 1.08% | 15 |
|
|
2021
Q1 | $4.68M | Sell |
89,980
-3,645
| -4% | -$190K | 1.31% | 10 |
|
|
2020
Q4 | $4.3M | Sell |
93,625
-1,640
| -2% | -$75.4K | 1.27% | 11 |
|
|
2020
Q3 | $3.53M | Sell |
95,265
-295
| -0.3% | -$10.9K | 1.27% | 11 |
|
|
2020
Q2 | $3.4M | Buy |
95,560
+11,835
| +14% | +$421K | 1.34% | 12 |
|
|
2020
Q1 | $2.41M | Buy |
83,725
+17,750
| +27% | +$511K | 1.3% | 13 |
|
|
2019
Q4 | $2.72M | Buy |
+65,975
| New | +$2.72M | 1.93% | 14 |
|