Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $131K | Hold |
2,110
| – | – | 0.07% | 114 |
|
|
2024
Q2 | $123K | Hold |
2,110
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $128K | Sell |
2,110
-3,645
| -63% | -$221K | 0.08% | 113 |
|
|
2023
Q4 | $319K | Sell |
5,755
-25
| -0.4% | -$1.39K | 0.22% | 70 |
|
|
2023
Q3 | $288K | Buy |
5,780
+3,675
| +175% | +$183K | 0.22% | 68 |
|
|
2023
Q2 | $110K | Hold |
2,105
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $105K | Buy |
2,105
+30
| +1% | +$1.5K | 0.09% | 109 |
|
|
2022
Q4 | $100K | Hold |
2,075
| – | – | 0.09% | 110 |
|
|
2022
Q3 | $91K | Hold |
2,075
| – | – | 0.09% | 104 |
|
|
2022
Q2 | $94K | Hold |
2,075
| – | – | 0.09% | 108 |
|
|
2022
Q1 | $111K | Hold |
2,075
| – | – | 0.09% | 100 |
|
|
2021
Q4 | $117K | Buy |
+2,075
| New | +$117K | 0.09% | 102 |
|