WP 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 | $1.7M | Buy |
27,355
+85
| +0.3% | +$5.27K | 0.47% | 33 |
|
|
2025
Q1 | $1.59M | Buy |
27,270
+76
| +0.3% | +$4.44K | 0.53% | 35 |
|
|
2024
Q4 | $1.69M | Buy |
27,194
+116
| +0.4% | +$7.23K | 0.56% | 33 |
|
|
2024
Q3 | $1.69M | Buy |
27,078
+103
| +0.4% | +$6.42K | 0.62% | 35 |
|
|
2024
Q2 | $1.58M | Buy |
26,975
+76
| +0.3% | +$4.45K | 0.5% | 40 |
|
|
2024
Q1 | $1.63M | Buy |
26,899
+69
| +0.3% | +$4.19K | 0.54% | 39 |
|
|
2023
Q4 | $1.49M | Buy |
26,830
+240
| +0.9% | +$13.3K | 0.55% | 40 |
|
|
2023
Q3 | $1.33M | Hold |
26,590
| – | – | 0.55% | 40 |
|
|
2023
Q2 | $1.39M | Buy |
26,590
+80
| +0.3% | +$4.18K | 0.56% | 39 |
|
|
2023
Q1 | $1.33M | Buy |
26,510
+100
| +0.4% | +$5K | 0.55% | 40 |
|
|
2022
Q4 | $1.28M | Buy |
26,410
+260
| +1% | +$12.6K | 0.57% | 40 |
|
|
2022
Q3 | $1.15M | Hold |
26,150
| – | – | 0.52% | 42 |
|
|
2022
Q2 | $1.18M | Buy |
26,150
+95
| +0.4% | +$4.3K | 0.51% | 42 |
|
|
2022
Q1 | $1.4M | Buy |
26,055
+80
| +0.3% | +$4.29K | 0.58% | 40 |
|
|
2021
Q4 | $1.47M | Buy |
25,975
+190
| +0.7% | +$10.8K | 0.61% | 33 |
|
|
2021
Q3 | $1.36M | Hold |
25,785
| – | – | 0.56% | 38 |
|
|
2021
Q2 | $1.39M | Buy |
25,785
+135
| +0.5% | +$7.26K | 0.58% | 34 |
|
|
2021
Q1 | $1.34M | Hold |
25,650
| – | – | 0.58% | 35 |
|
|
2020
Q4 | $1.18M | Buy |
25,650
+75
| +0.3% | +$3.45K | 0.57% | 37 |
|
|
2020
Q3 | $948K | Buy |
25,575
+115
| +0.5% | +$4.26K | 0.57% | 37 |
|
|
2020
Q2 | $905K | Buy |
25,460
+240
| +1% | +$8.53K | 0.64% | 27 |
|
|
2020
Q1 | $726K | Buy |
+25,220
| New | +$726K | 0.71% | 20 |
|