Wells Financial Advisors’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 | $692K | Sell |
11,155
-3,295
| -23% | -$204K | 0.95% | 26 |
|
|
2025
Q1 | $843K | Hold |
14,450
| – | – | 1.16% | 26 |
|
|
2024
Q4 | $900K | Sell |
14,450
-190
| -1% | -$11.8K | 1.23% | 25 |
|
|
2024
Q3 | $912K | Hold |
14,640
| – | – | 1.23% | 23 |
|
|
2024
Q2 | $857K | Sell |
14,640
-475
| -3% | -$27.8K | 0.56% | 32 |
|
|
2024
Q1 | $918K | Hold |
15,115
| – | – | 0.63% | 28 |
|
|
2023
Q4 | $838K | Buy |
15,115
+1,000
| +7% | +$55.4K | 0.61% | 27 |
|
|
2023
Q3 | $704K | Hold |
14,115
| – | – | 0.55% | 26 |
|
|
2023
Q2 | $738K | Hold |
14,115
| – | – | 0.56% | 26 |
|
|
2023
Q1 | $706K | Sell |
14,115
-65
| -0.5% | -$3.25K | 0.56% | 27 |
|
|
2022
Q4 | $686K | Buy |
14,180
+6,300
| +80% | +$305K | 0.57% | 27 |
|
|
2022
Q3 | $346K | Hold |
7,880
| – | – | 0.34% | 29 |
|
|
2022
Q2 | $357K | Sell |
7,880
-415
| -5% | -$18.8K | 0.32% | 29 |
|
|
2022
Q1 | $445K | Hold |
8,295
| – | – | 0.37% | 29 |
|
|
2021
Q4 | $470K | Buy |
8,295
+865
| +12% | +$49K | 0.37% | 29 |
|
|
2021
Q3 | $391K | Sell |
7,430
-3,205
| -30% | -$169K | 0.33% | 30 |
|
|
2021
Q2 | $572K | Sell |
10,635
-675
| -6% | -$36.3K | 0.48% | 28 |
|
|
2021
Q1 | $589K | Sell |
11,310
-59,195
| -84% | -$3.08M | 0.53% | 27 |
|
|
2020
Q4 | $3.24M | Buy |
+70,505
| New | +$3.24M | 2.77% | 9 |
|