Cassaday & Co Wealth Management’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 | $1.06M | Sell |
17,129
-2,251
| -12% | -$140K | 0.03% | 124 |
|
|
2025
Q1 | $1.13M | Buy |
19,380
+4,174
| +27% | +$244K | 0.03% | 105 |
|
|
2024
Q4 | $947K | Buy |
15,206
+1,892
| +14% | +$118K | 0.03% | 124 |
|
|
2024
Q3 | $830K | Buy |
13,314
+774
| +6% | +$48.2K | 0.02% | 131 |
|
|
2024
Q2 | $734K | Hold |
12,540
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $762K | Buy |
12,540
+190
| +2% | +$11.5K | 0.02% | 134 |
|
|
2023
Q4 | $685K | Sell |
12,350
-1,335
| -10% | -$74K | 0.02% | 134 |
|
|
2023
Q3 | $682K | Buy |
13,685
+150
| +1% | +$7.48K | 0.03% | 116 |
|
|
2023
Q2 | $708K | Sell |
13,535
-7,065
| -34% | -$369K | 0.03% | 118 |
|
|
2023
Q1 | $1.03M | Sell |
20,600
-180
| -0.9% | -$9.01K | 0.04% | 88 |
|
|
2022
Q4 | $1.01M | Buy |
+20,780
| New | +$1.01M | 0.05% | 87 |
|