Centurion 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 | $648K | Buy |
10,443
+1,698
| +19% | +$105K | 0.19% | 98 |
|
|
2025
Q1 | $545K | Hold |
8,745
| – | – | 0.17% | 95 |
|
|
2024
Q4 | $545K | Sell |
8,745
-272
| -3% | -$16.9K | 0.17% | 95 |
|
|
2024
Q3 | $562K | Buy |
+9,017
| New | +$562K | 0.18% | 91 |
|
|
2024
Q1 | $549K | Sell |
9,032
-113
| -1% | -$6.86K | 0.22% | 79 |
|
|
2023
Q4 | $507K | Sell |
9,145
-9,675
| -51% | -$536K | 0.22% | 79 |
|
|
2023
Q3 | $939K | Buy |
18,820
+9,720
| +107% | +$485K | 0.46% | 49 |
|
|
2023
Q2 | $476K | Hold |
9,100
| – | – | 0.23% | 78 |
|
|
2023
Q1 | $455K | Sell |
9,100
-670
| -7% | -$33.5K | 0.23% | 76 |
|
|
2022
Q4 | $473K | Buy |
+9,770
| New | +$473K | 0.27% | 72 |
|