Compass 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 | $219K | Buy |
3,529
+439
| +14% | +$27.2K | 0.05% | 145 |
|
|
2025
Q1 | $180K | Hold |
3,090
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $193K | Hold |
3,090
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $193K | Hold |
3,090
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $181K | Hold |
3,090
| – | – | 0.04% | 161 |
|
|
2024
Q1 | $188K | Sell |
3,090
-1,055
| -25% | -$64.1K | 0.05% | 161 |
|
|
2023
Q4 | $230K | Buy |
4,145
+3,360
| +428% | +$186K | 0.06% | 146 |
|
|
2023
Q3 | $39.1K | Hold |
785
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $41.1K | Hold |
785
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $39.3K | Hold |
785
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $38K | Buy |
+785
| New | +$38K | 0.01% | 263 |
|