Beacon Financial Planning’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 | $12.6M | Sell |
203,844
-11,606
| -5% | -$720K | 7.06% | 4 |
|
|
2025
Q1 | $12.6M | Sell |
215,450
-3,588
| -2% | -$209K | 7.23% | 4 |
|
|
2024
Q4 | $13.6M | Sell |
219,038
-117
| -0.1% | -$7.29K | 7.94% | 4 |
|
|
2024
Q3 | $13.7M | Sell |
219,155
-7,840
| -3% | -$489K | 8.43% | 4 |
|
|
2024
Q2 | $13.3M | Sell |
226,995
-5,657
| -2% | -$331K | 9.02% | 4 |
|
|
2024
Q1 | $14.1M | Sell |
232,652
-3,398
| -1% | -$206K | 9.87% | 4 |
|
|
2023
Q4 | $13.1M | Sell |
236,050
-2,420
| -1% | -$134K | 10.24% | 4 |
|
|
2023
Q3 | $11.9M | Sell |
238,470
-3,025
| -1% | -$151K | 10.28% | 5 |
|
|
2023
Q2 | $12.6M | Buy |
241,495
+1,110
| +0.5% | +$58K | 10.72% | 4 |
|
|
2023
Q1 | $12M | Buy |
240,385
+6,435
| +3% | +$322K | 11.26% | 5 |
|
|
2022
Q4 | $11.3M | Buy |
+233,950
| New | +$11.3M | 11.73% | 3 |
|