Defined Wealth Management’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 | $421K | Sell |
6,794
-23
| -0.3% | -$1.43K | 0.26% | 84 |
|
|
2025
Q1 | $398K | Sell |
6,817
-30
| -0.4% | -$1.75K | 0.27% | 83 |
|
|
2024
Q4 | $427K | Sell |
6,847
-161
| -2% | -$10K | 0.28% | 77 |
|
|
2024
Q3 | $437K | Sell |
7,008
-30
| -0.4% | -$1.87K | 0.28% | 77 |
|
|
2024
Q2 | $412K | Sell |
7,038
-52
| -0.7% | -$3.04K | 0.29% | 79 |
|
|
2024
Q1 | $431K | Hold |
7,090
| – | – | 0.31% | 75 |
|
|
2023
Q4 | $393K | Sell |
7,090
-45
| -0.6% | -$2.49K | 0.3% | 80 |
|
|
2023
Q3 | $356K | Sell |
7,135
-20
| -0.3% | -$997 | 0.3% | 80 |
|
|
2023
Q2 | $374K | Sell |
7,155
-5
| -0.1% | -$261 | 0.32% | 75 |
|
|
2023
Q1 | $358K | Sell |
7,160
-235
| -3% | -$11.8K | 0.33% | 76 |
|
|
2022
Q4 | $358K | Buy |
+7,395
| New | +$358K | 0.34% | 76 |
|