1900 Wealth Management’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 | $1.51M | Sell |
24,302
-69
| -0.3% | -$4.28K | 0.11% | 75 |
|
|
2025
Q1 | $1.42M | Sell |
24,371
-1,364
| -5% | -$79.6K | 0.12% | 78 |
|
|
2024
Q4 | $1.6M | Buy |
25,735
+5,228
| +25% | +$326K | 0.13% | 74 |
|
|
2024
Q3 | $1.28M | Sell |
20,507
-490
| -2% | -$30.5K | 0.11% | 81 |
|
|
2024
Q2 | $1.23M | Sell |
20,997
-1,013
| -5% | -$59.3K | 0.11% | 83 |
|
|
2024
Q1 | $1.34M | Sell |
22,010
-285
| -1% | -$17.3K | 0.12% | 89 |
|
|
2023
Q4 | $1.24M | Sell |
22,295
-1,835
| -8% | -$102K | 0.11% | 123 |
|
|
2023
Q3 | $1.2M | Buy |
24,130
+4,010
| +20% | +$200K | 0.12% | 122 |
|
|
2023
Q2 | $1.05M | Buy |
20,120
+620
| +3% | +$32.4K | 0.11% | 114 |
|
|
2023
Q1 | $947K | Hold |
19,500
| – | – | 0.1% | 121 |
|
|
2022
Q4 | $943K | Sell |
19,500
-1,710
| -8% | -$82.7K | 0.1% | 122 |
|
|
2022
Q3 | $930K | Buy |
21,210
+600
| +3% | +$26.3K | 0.11% | 117 |
|
|
2022
Q2 | $933K | Buy |
20,610
+675
| +3% | +$30.6K | 0.1% | 122 |
|
|
2022
Q1 | $1.07M | Sell |
19,935
-15,550
| -44% | -$835K | 0.1% | 117 |
|
|
2021
Q4 | $2.01M | Buy |
35,485
+1,715
| +5% | +$97.1K | 0.18% | 90 |
|
|
2021
Q3 | $1.78M | Buy |
33,770
+16,940
| +101% | +$891K | 0.17% | 92 |
|
|
2021
Q2 | $905K | Buy |
16,830
+3,300
| +24% | +$177K | 0.09% | 122 |
|
|
2021
Q1 | $704 | Buy |
+13,530
| New | +$704 | 0.05% | 114 |
|