49 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 | $19.6M | Buy |
315,999
+44,504
| +16% | +$2.76M | 2.09% | 11 |
|
|
2025
Q1 | $15.8M | Buy |
271,495
+263,158
| +3,157% | +$15.4M | 1.91% | 14 |
|
|
2024
Q4 | $519K | Buy |
8,337
+1,148
| +16% | +$71.5K | 0.07% | 81 |
|
|
2024
Q3 | $448K | Sell |
7,189
-748
| -9% | -$46.6K | 0.07% | 89 |
|
|
2024
Q2 | $460K | Sell |
7,937
-2,028
| -20% | -$118K | 0.09% | 86 |
|
|
2024
Q1 | $602K | Sell |
9,965
-1,740
| -15% | -$105K | 0.13% | 49 |
|
|
2023
Q4 | $649K | Buy |
+11,705
| New | +$649K | 0.17% | 45 |
|