Abound 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 | $392K | Sell |
6,326
-28
| -0.4% | -$1.74K | 0.11% | 49 |
|
|
2025
Q1 | $371K | Buy |
6,354
+1,322
| +26% | +$77.1K | 0.12% | 48 |
|
|
2024
Q4 | $314K | Buy |
5,032
+206
| +4% | +$12.8K | 0.1% | 48 |
|
|
2024
Q3 | $301K | Buy |
4,826
+108
| +2% | +$6.73K | 0.1% | 46 |
|
|
2024
Q2 | $276K | Buy |
4,718
+98
| +2% | +$5.73K | 0.1% | 47 |
|
|
2024
Q1 | $281K | Sell |
4,620
-1,635
| -26% | -$99.3K | 0.11% | 49 |
|
|
2023
Q4 | $347K | Sell |
6,255
-285
| -4% | -$15.8K | 0.14% | 42 |
|
|
2023
Q3 | $326K | Hold |
6,540
| – | – | 0.14% | 43 |
|
|
2023
Q2 | $342K | Sell |
6,540
-735
| -10% | -$38.4K | 0.14% | 41 |
|
|
2023
Q1 | $364K | Buy |
7,275
+1,205
| +20% | +$60.3K | 0.16% | 37 |
|
|
2022
Q4 | $294K | Sell |
6,070
-2,715
| -31% | -$131K | 0.14% | 36 |
|
|
2022
Q3 | $385K | Buy |
8,785
+1,850
| +27% | +$81.1K | 0.21% | 34 |
|
|
2022
Q2 | $314K | Buy |
6,935
+45
| +0.7% | +$2.04K | 0.17% | 36 |
|
|
2022
Q1 | $370K | Sell |
6,890
-45
| -0.6% | -$2.42K | 0.27% | 30 |
|
|
2021
Q4 | $393K | Buy |
+6,935
| New | +$393K | 0.31% | 25 |
|