Carolinas Wealth Consulting’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 | – | Sell |
-20,767
| Closed | -$1.21M | – | 447 |
|
|
2025
Q1 | $1.21M | Buy |
20,767
+807
| +4% | +$47.1K | 0.26% | 56 |
|
|
2024
Q4 | $1.24M | Buy |
19,960
+497
| +3% | +$31K | 0.24% | 55 |
|
|
2024
Q3 | $1.21M | Sell |
19,463
-217
| -1% | -$13.5K | 0.22% | 64 |
|
|
2024
Q2 | $1.15M | Buy |
19,680
+1,460
| +8% | +$85.4K | 0.22% | 60 |
|
|
2024
Q1 | $1.11M | Buy |
18,220
+4,685
| +35% | +$285K | 0.22% | 61 |
|
|
2023
Q4 | $750K | Buy |
13,535
+1,015
| +8% | +$56.3K | 0.16% | 68 |
|
|
2023
Q3 | $591K | Sell |
12,520
-6,495
| -34% | -$307K | 0.15% | 72 |
|
|
2023
Q2 | $994K | Buy |
19,015
+5,290
| +39% | +$277K | 0.2% | 70 |
|
|
2023
Q1 | $687K | Buy |
13,725
+25
| +0.2% | +$1.25K | 0.15% | 84 |
|
|
2022
Q4 | $663K | Buy |
13,700
+3,050
| +29% | +$148K | 0.15% | 77 |
|
|
2022
Q3 | $467K | Buy |
10,650
+25
| +0.2% | +$1.1K | 0.12% | 93 |
|
|
2022
Q2 | $481K | Buy |
10,625
+15
| +0.1% | +$679 | 0.12% | 89 |
|
|
2022
Q1 | $569K | Sell |
10,610
-2,890
| -21% | -$155K | 0.13% | 83 |
|
|
2021
Q4 | $764K | Buy |
13,500
+140
| +1% | +$7.92K | 0.17% | 68 |
|
|
2021
Q3 | $703K | Buy |
13,360
+20
| +0.1% | +$1.05K | 0.16% | 66 |
|
|
2021
Q2 | $717K | Sell |
13,340
-2,610
| -16% | -$140K | 0.16% | 68 |
|
|
2021
Q1 | $830K | Buy |
15,950
+4,810
| +43% | +$250K | 0.2% | 57 |
|
|
2020
Q4 | $512K | Buy |
11,140
+4,995
| +81% | +$230K | 0.14% | 77 |
|
|
2020
Q3 | $228K | Buy |
6,145
+20
| +0.3% | +$742 | 0.08% | 120 |
|
|
2020
Q2 | $218K | Buy |
6,125
+15
| +0.2% | +$534 | 0.09% | 102 |
|
|
2020
Q1 | $176K | Buy |
+6,110
| New | +$176K | 0.1% | 100 |
|