Cyndeo 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
Q1 | – | Sell |
-3,352
| Closed | -$209K | – | 465 |
|
|
2024
Q4 | $209K | Buy |
+3,352
| New | +$209K | 0.01% | 430 |
|
|
2023
Q3 | – | Sell |
-3,950
| Closed | -$207K | – | 348 |
|
|
2023
Q2 | $207K | Buy |
+3,950
| New | +$207K | 0.02% | 311 |
|
|
2023
Q1 | – | Sell |
-4,615
| Closed | -$223K | – | 327 |
|
|
2022
Q4 | $223K | Buy |
+4,615
| New | +$223K | 0.03% | 287 |
|