Cornerstone Planning Group’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 | $133K | Sell |
2,109
-200
| -9% | -$12.6K | 0.03% | 114 |
|
|
2025
Q1 | $128K | Buy |
2,309
+6
| +0.3% | +$334 | 0.03% | 121 |
|
|
2024
Q4 | $149K | Sell |
2,303
-216
| -9% | -$14K | 0.04% | 89 |
|
|
2024
Q3 | $158K | Sell |
2,519
-521
| -17% | -$32.7K | 0.04% | 84 |
|
|
2024
Q2 | $174K | Sell |
3,040
-47
| -2% | -$2.69K | 0.05% | 86 |
|
|
2024
Q1 | $181K | Sell |
3,087
-43
| -1% | -$2.52K | 0.06% | 81 |
|
|
2023
Q4 | $174K | Sell |
3,130
-1,765
| -36% | -$97.9K | 0.06% | 89 |
|
|
2023
Q3 | $244K | Buy |
4,895
+1,215
| +33% | +$60.6K | 0.09% | 72 |
|
|
2023
Q2 | $193K | Buy |
+3,680
| New | +$193K | 0.08% | 93 |
|
|
2022
Q4 | $183K | Buy |
+3,640
| New | +$183K | 0.08% | 105 |
|