Capasso Planning Partners’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 | $1.11M | Sell |
17,949
-5,376
| -23% | -$333K | 0.63% | 27 |
|
|
2025
Q1 | $1.36M | Sell |
23,325
-593
| -2% | -$34.6K | 0.57% | 34 |
|
|
2024
Q4 | $1.49M | Sell |
23,918
-17,035
| -42% | -$1.06M | 0.6% | 35 |
|
|
2024
Q3 | $2.55M | Buy |
40,953
+2,538
| +7% | +$158K | 0.75% | 26 |
|
|
2024
Q2 | $2.25M | Buy |
38,415
+6,541
| +21% | +$383K | 0.73% | 33 |
|
|
2024
Q1 | $1.94M | Buy |
31,874
+1,949
| +7% | +$118K | 0.8% | 25 |
|
|
2023
Q4 | $1.66M | Sell |
29,925
-2,025
| -6% | -$112K | 0.77% | 28 |
|
|
2023
Q3 | $1.59M | Buy |
31,950
+35
| +0.1% | +$1.75K | 0.85% | 26 |
|
|
2023
Q2 | $1.67M | Sell |
31,915
-1,380
| -4% | -$72.2K | 0.9% | 25 |
|
|
2023
Q1 | $1.67M | Buy |
33,295
+3,605
| +12% | +$180K | 0.98% | 24 |
|
|
2022
Q4 | $1.44M | Buy |
29,690
+1,125
| +4% | +$54.4K | 0.92% | 27 |
|
|
2022
Q3 | $1.25M | Sell |
28,565
-1,825
| -6% | -$80.1K | 0.87% | 29 |
|
|
2022
Q2 | $1.38M | Buy |
30,390
+3,380
| +13% | +$153K | 0.98% | 25 |
|
|
2022
Q1 | $1.45M | Sell |
27,010
-610
| -2% | -$32.7K | 1.02% | 24 |
|
|
2021
Q4 | $1.56M | Buy |
+27,620
| New | +$1.56M | 1.14% | 22 |
|