Clay Northam 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 | $2.68M | Buy |
43,135
+2,940
| +7% | +$182K | 1.71% | 16 |
|
|
2025
Q1 | $2.35M | Buy |
40,195
+2,625
| +7% | +$153K | 1.64% | 16 |
|
|
2024
Q4 | $2.34M | Buy |
37,570
+7,975
| +27% | +$497K | 1.51% | 16 |
|
|
2024
Q3 | $1.84M | Buy |
29,595
+9,260
| +46% | +$577K | 1.27% | 17 |
|
|
2024
Q2 | $1.19M | Buy |
20,335
+12,200
| +150% | +$714K | 0.9% | 19 |
|
|
2024
Q1 | $494K | Buy |
+8,135
| New | +$494K | 0.4% | 39 |
|