Cherry Tree 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 | $146K | Hold |
2,360
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $138K | Hold |
2,360
| – | – | 0.03% | 188 |
|
|
2024
Q4 | $147K | Hold |
2,360
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $147K | Hold |
2,360
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $138K | Hold |
2,360
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $143K | Hold |
2,360
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $131K | Hold |
2,360
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $118K | Hold |
2,360
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $123K | Buy |
+2,360
| New | +$123K | 0.04% | 175 |
|