Wealth Enhancement Advisory Services’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 | $167M | Buy |
2,611,984
+946,042
| +57% | +$60.3M | 0.28% | 66 |
|
|
2025
Q1 | $97.2M | Sell |
1,665,942
-76,556
| -4% | -$4.47M | 0.19% | 105 |
|
|
2024
Q4 | $109M | Buy |
1,742,498
+159,450
| +10% | +$9.94M | 0.21% | 96 |
|
|
2024
Q3 | $98.7M | Buy |
1,583,048
+113,532
| +8% | +$7.08M | 0.21% | 97 |
|
|
2024
Q2 | $86M | Buy |
1,469,516
+712,232
| +94% | +$41.7M | 0.2% | 103 |
|
|
2024
Q1 | $46M | Buy |
757,284
+107,394
| +17% | +$6.52M | 0.12% | 175 |
|
|
2023
Q4 | $36M | Sell |
649,890
-11,870
| -2% | -$658K | 0.1% | 195 |
|
|
2023
Q3 | $33M | Buy |
661,760
+629,555
| +1,955% | +$31.4M | 0.11% | 193 |
|
|
2023
Q2 | $1.68M | Sell |
32,205
-8,775
| -21% | -$459K | 0.02% | 218 |
|
|
2023
Q1 | $2.05M | Buy |
40,980
+18,360
| +81% | +$919K | 0.02% | 219 |
|
|
2022
Q4 | $1.17M | Sell |
22,620
-1,330
| -6% | -$68.7K | 0.02% | 205 |
|
|
2022
Q3 | $1.08M | Sell |
23,950
-805
| -3% | -$36.3K | 0.02% | 231 |
|
|
2022
Q2 | $1.15M | Buy |
24,755
+1,490
| +6% | +$69K | 0.02% | 240 |
|
|
2022
Q1 | $1.25M | Buy |
23,265
+2,120
| +10% | +$114K | 0.02% | 226 |
|
|
2021
Q4 | $1.1M | Buy |
21,145
+780
| +4% | +$40.7K | 0.02% | 214 |
|
|
2021
Q3 | $1.13M | Buy |
20,365
+1,845
| +10% | +$103K | 0.02% | 203 |
|
|
2021
Q2 | $979K | Buy |
18,520
+1,830
| +11% | +$96.7K | 0.02% | 198 |
|
|
2021
Q1 | $888K | Buy |
16,690
+925
| +6% | +$49.2K | 0.02% | 204 |
|
|
2020
Q4 | $762K | Buy |
15,765
+260
| +2% | +$12.6K | 0.02% | 182 |
|
|
2020
Q3 | $621K | Sell |
15,505
-580
| -4% | -$23.2K | 0.02% | 186 |
|
|
2020
Q2 | $597K | Sell |
16,085
-250
| -2% | -$9.28K | 0.02% | 184 |
|
|
2020
Q1 | $531K | Sell |
16,335
-5,540
| -25% | -$180K | 0.02% | 185 |
|
|
2019
Q4 | $900K | Buy |
21,875
+6,785
| +45% | +$279K | 0.03% | 175 |
|
|
2019
Q3 | $576K | Buy |
15,090
+5,920
| +65% | +$226K | 0.02% | 178 |
|
|
2019
Q2 | $362K | Buy |
+9,170
| New | +$362K | 0.02% | 186 |
|