Angeles 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 | $1.43M | Buy |
23,058
+20,653
| +859% | +$1.28M | 0.1% | 73 |
|
|
2025
Q1 | $140K | Hold |
2,405
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $150K | Hold |
2,405
| – | – | 0.01% | 306 |
|
|
2024
Q3 | $150K | Hold |
2,405
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $141K | Hold |
2,405
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $146K | Hold |
2,405
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $133K | Buy |
2,405
+400
| +20% | +$22.2K | 0.02% | 206 |
|
|
2023
Q3 | $100K | Hold |
2,005
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $105K | Hold |
2,005
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $100K | Sell |
2,005
-2,135
| -52% | -$107K | 0.01% | 182 |
|
|
2022
Q4 | $200K | Buy |
4,140
+2,135
| +106% | +$103K | 0.04% | 168 |
|
|
2022
Q3 | $88K | Hold |
2,005
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $91K | Hold |
2,005
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $108K | Buy |
+2,005
| New | +$108K | 0.02% | 175 |
|