Windsor Advisory Group’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 | $35.7K | Buy |
+575
| New | +$35.7K | 0.05% | 48 |
|
|
2025
Q1 | – | Sell |
-10,825
| Closed | -$675K | – | 62 |
|
|
2024
Q4 | $675K | Sell |
10,825
-1,050
| -9% | -$65.4K | 0.78% | 28 |
|
|
2024
Q3 | $740K | Buy |
+11,875
| New | +$740K | 0.84% | 27 |
|
|
2024
Q1 | – | Sell |
-260
| Closed | -$14.4K | – | 53 |
|
|
2023
Q4 | $14.4K | Buy |
+260
| New | +$14.4K | 0.04% | 51 |
|
|
2023
Q2 | – | Sell |
-275
| Closed | -$13.9K | – | 61 |
|
|
2023
Q1 | $13.9K | Sell |
275
-290
| -51% | -$14.6K | 0.03% | 61 |
|
|
2022
Q4 | $27.4K | Buy |
+565
| New | +$27.4K | 0.07% | 61 |
|