Wealthcare Advisory Partners’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 | $24.6M | Buy |
396,388
+199,276
| +101% | +$12.4M | 0.56% | 34 |
|
|
2025
Q1 | $11.5M | Buy |
197,112
+3,247
| +2% | +$189K | 0.31% | 68 |
|
|
2024
Q4 | $12.1M | Sell |
193,865
-26,259
| -12% | -$1.64M | 0.34% | 59 |
|
|
2024
Q3 | $13.7M | Sell |
220,124
-25,303
| -10% | -$1.58M | 0.39% | 52 |
|
|
2024
Q2 | $14.4M | Sell |
245,427
-35,447
| -13% | -$2.07M | 0.45% | 46 |
|
|
2024
Q1 | $17.1M | Sell |
280,874
-42,466
| -13% | -$2.58M | 0.56% | 39 |
|
|
2023
Q4 | $17.9M | Sell |
323,340
-13,340
| -4% | -$739K | 0.71% | 36 |
|
|
2023
Q3 | $16.8M | Sell |
336,680
-18,915
| -5% | -$943K | 0.77% | 31 |
|
|
2023
Q2 | $18.6M | Sell |
355,595
-355,160
| -50% | -$18.6M | 0.83% | 27 |
|
|
2023
Q1 | $35.6M | Sell |
710,755
-1,695
| -0.2% | -$84.8K | 1.53% | 12 |
|
|
2022
Q4 | $34.5M | Buy |
712,450
+7,380
| +1% | +$357K | 1.65% | 8 |
|
|
2022
Q3 | $30.9M | Sell |
705,070
-37,525
| -5% | -$1.65M | 1.76% | 8 |
|
|
2022
Q2 | $33.6M | Sell |
742,595
-21,700
| -3% | -$982K | 2.03% | 9 |
|
|
2022
Q1 | $41M | Sell |
764,295
-36,585
| -5% | -$1.96M | 2.49% | 7 |
|
|
2021
Q4 | $45.3M | Sell |
800,880
-100,135
| -11% | -$5.67M | 2.71% | 7 |
|
|
2021
Q3 | $47.4M | Sell |
901,015
-24,980
| -3% | -$1.31M | 3.1% | 6 |
|
|
2021
Q2 | $49.8M | Sell |
925,995
-72,245
| -7% | -$3.88M | 3.33% | 5 |
|
|
2021
Q1 | $52M | Sell |
998,240
-90,240
| -8% | -$4.7M | 3.76% | 5 |
|
|
2020
Q4 | $50M | Sell |
1,088,480
-38,250
| -3% | -$1.76M | 4.44% | 4 |
|
|
2020
Q3 | $41.8M | Sell |
1,126,730
-4,295
| -0.4% | -$159K | 4.58% | 2 |
|
|
2020
Q2 | $40.2M | Buy |
1,131,025
+158,510
| +16% | +$5.64M | 5.01% | 3 |
|
|
2020
Q1 | $28M | Buy |
972,515
+264,800
| +37% | +$7.62M | 4.1% | 4 |
|
|
2019
Q4 | $29.1M | Buy |
707,715
+86,895
| +14% | +$3.58M | 3.7% | 6 |
|
|
2019
Q3 | $24M | Buy |
620,820
+67,040
| +12% | +$2.59M | 3.48% | 6 |
|
|
2019
Q2 | $21.5M | Buy |
553,780
+40,910
| +8% | +$1.59M | 3.41% | 7 |
|
|
2019
Q1 | $19.4M | Buy |
512,870
+317,165
| +162% | +$12M | 3.31% | 7 |
|
|
2018
Q4 | $6.5M | Sell |
195,705
-5,140
| -3% | -$171K | 1.26% | 16 |
|
|
2018
Q3 | $8.09M | Buy |
200,845
+40,585
| +25% | +$1.63M | 1.48% | 12 |
|
|
2018
Q2 | $6.24M | Buy |
160,260
+52,225
| +48% | +$2.03M | 1.22% | 15 |
|
|
2018
Q1 | $4.05M | Buy |
108,035
+88,160
| +444% | +$3.31M | 0.92% | 21 |
|
|
2017
Q4 | $754K | Buy |
19,875
+3,845
| +24% | +$146K | 0.19% | 69 |
|
|
2017
Q3 | $574K | Buy |
16,030
+13,420
| +514% | +$481K | 0.17% | 72 |
|
|
2017
Q2 | $91K | Hold |
2,610
| – | – | 0.04% | 39 |
|
|
2017
Q1 | $89K | Buy |
2,610
+205
| +9% | +$6.99K | 0.05% | 37 |
|
|
2016
Q4 | $80K | Hold |
2,405
| – | – | 0.05% | 40 |
|
|
2016
Q3 | $74K | Hold |
2,405
| – | – | 0.05% | 32 |
|
|
2016
Q2 | $72K | Buy |
+2,405
| New | +$72K | 0.05% | 43 |
|