WestHill 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 | $284K | Buy |
4,575
+375
| +9% | +$23.3K | 0.06% | 59 |
|
|
2025
Q1 | $245K | Buy |
4,200
+3
| +0.1% | +$175 | 0.06% | 62 |
|
|
2024
Q4 | $261K | Buy |
4,197
+5
| +0.1% | +$312 | 0.06% | 62 |
|
|
2024
Q3 | $261K | Sell |
4,192
-150
| -3% | -$9.35K | 0.06% | 61 |
|
|
2024
Q2 | $254K | Sell |
4,342
-32
| -0.7% | -$1.87K | 0.06% | 61 |
|
|
2024
Q1 | $266K | Sell |
4,374
-1
| -0% | -$61 | 0.07% | 63 |
|
|
2023
Q4 | $242K | Buy |
4,375
+10
| +0.2% | +$554 | 0.06% | 61 |
|
|
2023
Q3 | $218K | Sell |
4,365
-35
| -0.8% | -$1.75K | 0.06% | 61 |
|
|
2023
Q2 | $230K | Sell |
4,400
-25
| -0.6% | -$1.31K | 0.07% | 58 |
|
|
2023
Q1 | $221K | Buy |
4,425
+5
| +0.1% | +$250 | 0.07% | 57 |
|
|
2022
Q4 | $214K | Buy |
4,420
+10
| +0.2% | +$484 | 0.07% | 57 |
|
|
2022
Q3 | $193K | Sell |
4,410
-640
| -13% | -$28K | 0.07% | 58 |
|
|
2022
Q2 | $228K | Buy |
5,050
+5
| +0.1% | +$226 | 0.08% | 59 |
|
|
2022
Q1 | $271K | Buy |
5,045
+425
| +9% | +$22.8K | 0.08% | 55 |
|
|
2021
Q4 | $262K | Buy |
4,620
+180
| +4% | +$10.2K | 0.07% | 61 |
|
|
2021
Q3 | $233K | Buy |
+4,440
| New | +$233K | 0.07% | 56 |
|
|
2021
Q1 | $231K | Sell |
4,440
-1,330
| -23% | -$69.2K | 0.08% | 48 |
|
|
2020
Q4 | $265K | Buy |
+5,770
| New | +$265K | 0.1% | 40 |
|