Dopkins 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 | $405K | Hold |
6,535
| – | – | 0.18% | 56 |
|
|
2025
Q1 | $381K | Hold |
6,535
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $407K | Buy |
6,535
+285
| +5% | +$17.8K | 0.21% | 59 |
|
|
2024
Q3 | $390K | Sell |
6,250
-285
| -4% | -$17.8K | 0.31% | 33 |
|
|
2024
Q2 | $382K | Hold |
6,535
| – | – | 0.23% | 52 |
|
|
2024
Q1 | $397K | Buy |
+6,535
| New | +$397K | 0.24% | 51 |
|