Daymark 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 | $1.64M | Sell |
26,493
-7,620
| -22% | -$473K | 0.06% | 199 |
|
|
2025
Q1 | $1.99M | Buy |
34,113
+6,653
| +24% | +$388K | 0.09% | 171 |
|
|
2024
Q4 | $1.71M | Sell |
27,460
-684
| -2% | -$42.6K | 0.07% | 177 |
|
|
2024
Q3 | $1.75M | Buy |
28,144
+358
| +1% | +$22.3K | 0.07% | 180 |
|
|
2024
Q2 | $1.63M | Buy |
27,786
+7,516
| +37% | +$440K | 0.07% | 179 |
|
|
2024
Q1 | $1.23M | Sell |
20,270
-3,690
| -15% | -$224K | 0.07% | 176 |
|
|
2023
Q4 | $1.33M | Buy |
23,960
+2,360
| +11% | +$131K | 0.08% | 160 |
|
|
2023
Q3 | $1.08M | Sell |
21,600
-4,025
| -16% | -$201K | 0.07% | 164 |
|
|
2023
Q2 | $1.34M | Buy |
25,625
+14,315
| +127% | +$749K | 0.1% | 146 |
|
|
2023
Q1 | $566K | Buy |
11,310
+5,495
| +94% | +$275K | 0.08% | 176 |
|
|
2022
Q4 | $281K | Buy |
+5,815
| New | +$281K | 0.05% | 188 |
|