4J 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 | $285K | Sell |
4,593
-384
| -8% | -$23.8K | 0.19% | 75 |
|
|
2025
Q1 | $290K | Sell |
4,977
-66
| -1% | -$3.85K | 0.23% | 71 |
|
|
2024
Q4 | $314K | Buy |
5,043
+3
| +0.1% | +$187 | 0.25% | 64 |
|
|
2024
Q3 | $314K | Sell |
5,040
-1,072
| -18% | -$66.8K | 0.24% | 67 |
|
|
2024
Q2 | $358K | Sell |
6,112
-804
| -12% | -$47.1K | 0.3% | 55 |
|
|
2024
Q1 | $420K | Sell |
6,916
-889
| -11% | -$54K | 0.36% | 53 |
|
|
2023
Q4 | $433K | Buy |
7,805
+105
| +1% | +$5.82K | 0.4% | 53 |
|
|
2023
Q3 | $384K | Sell |
7,700
-1,570
| -17% | -$78.3K | 0.38% | 56 |
|
|
2023
Q2 | $485K | Buy |
9,270
+360
| +4% | +$18.8K | 0.47% | 49 |
|
|
2023
Q1 | $446K | Buy |
8,910
+735
| +9% | +$36.8K | 0.48% | 49 |
|
|
2022
Q4 | $395K | Buy |
8,175
+355
| +5% | +$17.2K | 0.46% | 50 |
|
|
2022
Q3 | $343K | Buy |
7,820
+1,710
| +28% | +$75K | 0.44% | 53 |
|
|
2022
Q2 | $276K | Hold |
6,110
| – | – | 0.35% | 54 |
|
|
2022
Q1 | $328K | Sell |
6,110
-395
| -6% | -$21.2K | 0.29% | 52 |
|
|
2021
Q4 | $368K | Sell |
6,505
-15
| -0.2% | -$849 | 0.31% | 53 |
|
|
2021
Q3 | $343K | Sell |
6,520
-250
| -4% | -$13.2K | 0.3% | 56 |
|
|
2021
Q2 | $364K | Sell |
6,770
-150
| -2% | -$8.07K | 0.32% | 52 |
|
|
2021
Q1 | $360K | Sell |
6,920
-200
| -3% | -$10.4K | 0.33% | 52 |
|
|
2020
Q4 | $327K | Buy |
+7,120
| New | +$327K | 0.31% | 57 |
|