Balanced Wealth Group’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 | $3.45M | Buy |
54,789
+1,209
| +2% | +$76.2K | 1.5% | 16 |
|
|
2025
Q1 | $3.13M | Sell |
53,580
-6,181
| -10% | -$361K | 1.51% | 16 |
|
|
2024
Q4 | $3.86M | Sell |
59,761
-2,175
| -4% | -$141K | 1.73% | 14 |
|
|
2024
Q3 | $3.86M | Sell |
61,936
-5,588
| -8% | -$348K | 1.71% | 15 |
|
|
2024
Q2 | $3.91M | Sell |
67,524
-26,420
| -28% | -$1.53M | 1.78% | 15 |
|
|
2024
Q1 | $5.62M | Sell |
93,944
-76,986
| -45% | -$4.61M | 2.5% | 13 |
|
|
2023
Q4 | $9.47M | Buy |
+170,930
| New | +$9.47M | 4.92% | 5 |
|