CFM Wealth Partners’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 | $503K | Buy |
8,115
+23
| +0.3% | +$1.43K | 0.08% | 94 |
|
|
2025
Q1 | $472K | Buy |
8,092
+20
| +0.2% | +$1.17K | 0.08% | 100 |
|
|
2024
Q4 | $503K | Sell |
8,072
-1,858
| -19% | -$116K | 0.08% | 96 |
|
|
2024
Q3 | $619K | Buy |
9,930
+35
| +0.4% | +$2.18K | 0.11% | 96 |
|
|
2024
Q2 | $579K | Hold |
9,895
| – | – | 0.11% | 97 |
|
|
2024
Q1 | $601K | Sell |
9,895
-125
| -1% | -$7.59K | 0.12% | 98 |
|
|
2023
Q4 | $555K | Hold |
10,020
| – | – | 0.13% | 103 |
|
|
2023
Q3 | $500K | Hold |
10,020
| – | – | 0.13% | 99 |
|
|
2023
Q2 | $524K | Hold |
10,020
| – | – | 0.13% | 110 |
|
|
2023
Q1 | $501K | Hold |
10,020
| – | – | 0.14% | 107 |
|
|
2022
Q4 | $485K | Hold |
10,020
| – | – | 0.15% | 109 |
|
|
2022
Q3 | $439K | Buy |
+10,020
| New | +$439K | 0.14% | 107 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$17K | – | 302 |
|
|
2020
Q2 | $17K | Hold |
500
| – | – | 0.01% | 368 |
|
|
2020
Q1 | $14K | Hold |
500
| – | – | 0.01% | 406 |
|
|
2019
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 350 |
|