World Investment 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 | $6.71M | Sell |
108,133
-1,062
| -1% | -$65.9K | 0.15% | 162 |
|
|
2025
Q1 | $6.37M | Sell |
109,195
-19,085
| -15% | -$1.11M | 0.17% | 149 |
|
|
2024
Q4 | $7.99M | Buy |
128,280
+40,258
| +46% | +$2.51M | 0.22% | 107 |
|
|
2024
Q3 | $5.49M | Buy |
88,022
+56,620
| +180% | +$3.53M | 0.17% | 144 |
|
|
2024
Q2 | $1.84M | Buy |
31,402
+24,641
| +364% | +$1.44M | 0.11% | 172 |
|
|
2024
Q1 | $411K | Sell |
6,761
-3,059
| -31% | -$186K | 0.06% | 253 |
|
|
2023
Q4 | $544K | Sell |
9,820
-780
| -7% | -$43.2K | 0.07% | 207 |
|
|
2023
Q3 | $531K | Buy |
+10,600
| New | +$531K | 0.11% | 137 |
|
|
2022
Q3 | – | Sell |
-4,540
| Closed | -$227K | – | 257 |
|
|
2022
Q2 | $227K | Buy |
4,540
+75
| +2% | +$3.75K | 0.05% | 236 |
|
|
2022
Q1 | $240K | Sell |
4,465
-450
| -9% | -$24.2K | 0.05% | 230 |
|
|
2021
Q4 | $263K | Buy |
+4,915
| New | +$263K | 0.06% | 219 |
|
|
2020
Q1 | – | Sell |
-15,595
| Closed | -$642K | – | 157 |
|
|
2019
Q4 | $642K | Buy |
15,595
+9,875
| +173% | +$407K | 0.25% | 62 |
|
|
2019
Q3 | $221K | Buy |
+5,720
| New | +$221K | 0.09% | 132 |
|
|
2019
Q2 | – | Sell |
-10,295
| Closed | -$390K | – | 151 |
|
|
2019
Q1 | $390K | Buy |
+10,295
| New | +$390K | 0.18% | 70 |
|