Concord 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 | $274K | Buy |
4,421
+6
| +0.1% | +$372 | 0.04% | 177 |
|
|
2025
Q1 | $258K | Sell |
4,415
-118
| -3% | -$6.89K | 0.04% | 174 |
|
|
2024
Q4 | $282K | Buy |
4,533
+3
| +0.1% | +$187 | 0.05% | 176 |
|
|
2024
Q3 | $282K | Buy |
4,530
+174
| +4% | +$10.8K | 0.05% | 175 |
|
|
2024
Q2 | $255K | Buy |
4,356
+10
| +0.2% | +$585 | 0.04% | 176 |
|
|
2024
Q1 | $264K | Buy |
4,346
+1,491
| +52% | +$90.6K | 0.05% | 182 |
|
|
2023
Q4 | $158K | Buy |
2,855
+100
| +4% | +$5.55K | 0.03% | 228 |
|
|
2023
Q3 | $137K | Hold |
2,755
| – | – | 0.03% | 239 |
|
|
2023
Q2 | $144K | Buy |
2,755
+140
| +5% | +$7.32K | 0.03% | 226 |
|
|
2023
Q1 | $131K | Sell |
2,615
-125
| -5% | -$6.26K | 0.04% | 217 |
|
|
2022
Q4 | $132K | Buy |
+2,740
| New | +$132K | 0.04% | 209 |
|
|
2022
Q3 | – | Sell |
-2,905
| Closed | -$132K | – | 611 |
|
|
2022
Q2 | $132K | Buy |
2,905
+40
| +1% | +$1.82K | 0.04% | 222 |
|
|
2022
Q1 | $154K | Buy |
2,865
+165
| +6% | +$8.87K | 0.04% | 223 |
|
|
2021
Q4 | $153K | Buy |
+2,700
| New | +$153K | 0.04% | 230 |
|
|
2021
Q1 | – | Sell |
-1,625
| Closed | -$75K | – | 1028 |
|
|
2020
Q4 | $75K | Buy |
+1,625
| New | +$75K | 0.06% | 161 |
|