Crestmont Private Wealth’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 | $6.96M | Sell |
112,254
-1,339
| -1% | -$83K | 2.52% | 11 |
|
|
2025
Q1 | $6.63M | Sell |
113,593
-50,956
| -31% | -$2.97M | 2.87% | 9 |
|
|
2024
Q4 | $10.3M | Buy |
164,549
+3,641
| +2% | +$227K | 4.61% | 6 |
|
|
2024
Q3 | $10M | Buy |
160,908
+2,800
| +2% | +$174K | 4.38% | 6 |
|
|
2024
Q2 | $9.25M | Sell |
158,108
-7,648
| -5% | -$448K | 4.46% | 6 |
|
|
2024
Q1 | $10.1M | Sell |
165,756
-9,019
| -5% | -$548K | 5% | 6 |
|
|
2023
Q4 | $9.69M | Sell |
174,775
-36,075
| -17% | -$2M | 4.93% | 6 |
|
|
2023
Q3 | $10.5M | Buy |
210,850
+4,545
| +2% | +$227K | 6.43% | 6 |
|
|
2023
Q2 | $10.8M | Buy |
206,305
+17,230
| +9% | +$901K | 6.32% | 6 |
|
|
2023
Q1 | $9.46M | Sell |
189,075
-535
| -0.3% | -$26.8K | 6.18% | 6 |
|
|
2022
Q4 | $9.17M | Sell |
189,610
-1,325
| -0.7% | -$64.1K | 6.27% | 7 |
|
|
2022
Q3 | $8.37M | Buy |
190,935
+46,140
| +32% | +$2.02M | 6.35% | 7 |
|
|
2022
Q2 | $6.55M | Buy |
144,795
+6,985
| +5% | +$316K | 6.49% | 4 |
|
|
2022
Q1 | $7.4M | Buy |
137,810
+4,480
| +3% | +$240K | 7.01% | 4 |
|
|
2021
Q4 | $7.55M | Buy |
+133,330
| New | +$7.55M | 7.15% | 3 |
|