Capasso Planning Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
|
|||||
|
2025
Q1 | $1.36M | Sell |
|
|||||
|
2024
Q4 | $1.49M | Sell |
|
|||||
|
2024
Q3 | $2.55M | Buy |
|
|||||
|
2024
Q2 | $2.25M | Buy |
|
|||||
|
2024
Q1 | $1.94M | Buy |
|
|||||
|
2023
Q4 | $1.66M | Sell |
|
|||||
|
2023
Q3 | $1.59M | Buy |
|
|||||
|
2023
Q2 | $1.67M | Sell |
|
|||||
|
2023
Q1 | $1.67M | Buy |
|
|||||
|
2022
Q4 | $1.44M | Buy |
|
|||||
|
2022
Q3 | $1.25M | Sell |
|
|||||
|
2022
Q2 | $1.38M | Buy |
|
|||||
|
2022
Q1 | $1.45M | Sell |
|
|||||
|
2021
Q4 | $1.56M | Buy |
|