Consilium Wealth Advisory’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
Q1 | – | Sell |
-8,160
| Closed | -$508K | – | 90 |
|
|
2024
Q4 | $508K | Buy |
8,160
+4,525
| +124% | +$282K | 0.24% | 58 |
|
|
2024
Q3 | $227K | Hold |
3,635
| – | – | 0.12% | 81 |
|
|
2024
Q2 | $213K | Hold |
3,635
| – | – | 0.12% | 84 |
|
|
2024
Q1 | $221K | Sell |
3,635
-1,275
| -26% | -$77.4K | 0.12% | 81 |
|
|
2023
Q4 | $272K | Sell |
4,910
-4,350
| -47% | -$241K | 0.16% | 76 |
|
|
2023
Q3 | $462K | Hold |
9,260
| – | – | 0.32% | 54 |
|
|
2023
Q2 | $484K | Hold |
9,260
| – | – | 0.34% | 55 |
|
|
2023
Q1 | $463K | Hold |
9,260
| – | – | 0.4% | 49 |
|
|
2022
Q4 | $448K | Hold |
9,260
| – | – | 0.38% | 54 |
|
|
2022
Q3 | $406K | Hold |
9,260
| – | – | 0.45% | 51 |
|
|
2022
Q2 | $419K | Hold |
9,260
| – | – | 0.45% | 56 |
|
|
2022
Q1 | $497K | Hold |
9,260
| – | – | 0.36% | 57 |
|
|
2021
Q4 | $524K | Buy |
+9,260
| New | +$524K | 0.34% | 59 |
|