Denver 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 | $268K | Buy |
4,317
+185
| +4% | +$11.5K | 0.11% | 77 |
|
|
2025
Q1 | $241K | Buy |
4,132
+10
| +0.2% | +$584 | 0.11% | 79 |
|
|
2024
Q4 | $257K | Buy |
4,122
+16
| +0.4% | +$997 | 0.12% | 74 |
|
|
2024
Q3 | $256K | Buy |
4,106
+15
| +0.4% | +$935 | 0.12% | 78 |
|
|
2024
Q2 | $239K | Sell |
4,091
-481
| -11% | -$28.2K | 0.12% | 75 |
|
|
2024
Q1 | $278K | Buy |
4,572
+12
| +0.3% | +$729 | 0.14% | 67 |
|
|
2023
Q4 | $253K | Buy |
4,560
+40
| +0.9% | +$2.22K | 0.14% | 66 |
|
|
2023
Q3 | $225K | Hold |
4,520
| – | – | 0.15% | 65 |
|
|
2023
Q2 | $236K | Buy |
4,520
+415
| +10% | +$21.7K | 0.17% | 61 |
|
|
2023
Q1 | $205K | Buy |
+4,105
| New | +$205K | 0.14% | 75 |
|
|
2021
Q4 | $223K | Buy |
+3,940
| New | +$223K | 0.21% | 41 |
|
|
2021
Q1 | $225K | Buy |
+4,190
| New | +$225K | 0.24% | 43 |
|