West 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 | $24.1M | Sell |
388,037
-15,047
| -4% | -$933K | 4.19% | 7 |
|
|
2025
Q1 | $23.5M | Buy |
403,084
+11,672
| +3% | +$681K | 4.47% | 7 |
|
|
2024
Q4 | $24.4M | Sell |
391,412
-304
| -0.1% | -$18.9K | 4.7% | 6 |
|
|
2024
Q3 | $24.4M | Buy |
391,716
+39,783
| +11% | +$2.48M | 4.71% | 6 |
|
|
2024
Q2 | $20.6M | Buy |
351,933
+3,246
| +0.9% | +$190K | 4.28% | 6 |
|
|
2024
Q1 | $21.2M | Buy |
348,687
+662
| +0.2% | +$40.2K | 4.54% | 6 |
|
|
2023
Q4 | $19.3M | Sell |
348,025
-8,975
| -3% | -$497K | 4.4% | 6 |
|
|
2023
Q3 | $17.8M | Buy |
357,000
+8,005
| +2% | +$399K | 4.47% | 6 |
|
|
2023
Q2 | $18.3M | Buy |
348,995
+11,580
| +3% | +$606K | 4.49% | 6 |
|
|
2023
Q1 | $16.9M | Buy |
337,415
+7,355
| +2% | +$368K | 4.42% | 5 |
|
|
2022
Q4 | $16M | Buy |
330,060
+3,945
| +1% | +$191K | 4.46% | 5 |
|
|
2022
Q3 | $14.3M | Sell |
326,115
-255
| -0.1% | -$11.2K | 4.29% | 7 |
|
|
2022
Q2 | $14.8M | Buy |
326,370
+42,135
| +15% | +$1.91M | 4.29% | 7 |
|
|
2022
Q1 | $15.3M | Sell |
284,235
-73,085
| -20% | -$3.92M | 4.01% | 8 |
|
|
2021
Q4 | $20.2M | Buy |
357,320
+10,525
| +3% | +$596K | 5.43% | 6 |
|
|
2021
Q3 | $18.2M | Buy |
346,795
+11,960
| +4% | +$629K | 5.34% | 5 |
|
|
2021
Q2 | $18M | Buy |
334,835
+25,515
| +8% | +$1.37M | 5.5% | 5 |
|
|
2021
Q1 | $16.1M | Buy |
309,320
+5,440
| +2% | +$283K | 5.4% | 6 |
|
|
2020
Q4 | $14M | Buy |
+303,880
| New | +$14M | 4.95% | 6 |
|