WealthSource Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthSource Partners’s Portfolio IJH Stock Details IJH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.45M	Sell	5,235 -40,333	-89%	-$11.2M	0.09%	160
2023 Q3	$11.4M	Buy	45,568 +38,770	+570%	+$9.67M	0.78%	23
2023 Q2	$1.78M	Buy	6,798 +122	+2%	+$31.9K	0.12%	138
2023 Q1	$1.67M	Sell	6,676 -252	-4%	-$63K	0.11%	143
2022 Q4	$1.68M	Sell	6,928 -936	-12%	-$226K	0.12%	138
2022 Q3	$1.72M	Sell	7,864 -806	-9%	-$177K	0.13%	133
2022 Q2	$1.96M	Sell	8,670 -6,212	-42%	-$1.41M	0.14%	117
2022 Q1	$3.99M	Buy	14,882 +8,674	+140%	+$2.33M	0.27%	65
2021 Q4	$1.76M	Sell	6,208 -48	-0.8%	-$13.6K	0.14%	118
2021 Q3	$1.65M	Buy	6,256 +33	+0.5%	+$8.68K	0.14%	119
2021 Q2	$1.67M	Sell	6,223 -235	-4%	-$63.1K	0.15%	110
2021 Q1	$1.68M	Sell	6,458 -161	-2%	-$41.9K	0.17%	89
2020 Q4	$1.52M	Sell	6,619 -6	-0.1%	-$1.38K	0.18%	75
2020 Q3	$1.23M	Buy	6,625 +678	+11%	+$126K	0.16%	86
2020 Q2	$1.06M	Sell	5,947 -11,209	-65%	-$1.99M	0.15%	88
2020 Q1	$2.47M	Sell	17,156 -7,466	-30%	-$1.07M	0.39%	36
2019 Q4	$5.07M	Buy	24,622 +1,510	+7%	+$311K	0.67%	29
2019 Q3	$4.47M	Sell	23,112 -2,696	-10%	-$521K	0.67%	39
2019 Q2	$5.01M	Buy	25,808 +3,718	+17%	+$722K	0.79%	29
2019 Q1	$4.18M	Sell	22,090 -1,863	-8%	-$353K	0.95%	30
2018 Q4	$3.98M	Sell	23,953 -4,670	-16%	-$776K	1.14%	25
2018 Q3	$5.76M	Sell	28,623 -3,532	-11%	-$711K	1.51%	17
2018 Q2	$6.26M	Buy	32,155 +1,928	+6%	+$376K	1.75%	11
2018 Q1	$5.67M	Buy	30,227 +3,888	+15%	+$729K	1.72%	13
2017 Q4	$5M	Buy	26,339 +2,927	+13%	+$556K	1.55%	13
2017 Q3	$4.19M	Buy	23,412 +1,751	+8%	+$313K	1.39%	15
2017 Q2	$3.77M	Buy	21,661 +2,772	+15%	+$482K	1.28%	16
2017 Q1	$3.23M	Buy	18,889 +848	+5%	+$145K	1.19%	22
2016 Q4	$2.98M	Buy	18,041 +1,861	+12%	+$308K	1.26%	19
2016 Q3	$2.5M	Sell	16,180 -1,591	-9%	-$246K	0.91%	28
2016 Q2	$2.66M	Sell	17,771 -552	-3%	-$82.5K	0.99%	27
2016 Q1	$2.64M	Buy	+18,323	New	+$2.64M	1.08%	24