Capital Planning’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
Q3 | $461K | Hold |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $472K | Buy |
|