Element Wealth’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 | $3.85M | Buy |
62,025
+1,404
| +2% | +$87.1K | 1.77% | 13 |
|
|
2025
Q1 | $3.54M | Sell |
60,621
-1,054
| -2% | -$61.5K | 1.9% | 12 |
|
|
2024
Q4 | $3.84M | Buy |
61,675
+610
| +1% | +$38K | 2.01% | 10 |
|
|
2024
Q3 | $3.81M | Sell |
61,065
-806
| -1% | -$50.2K | 2.02% | 10 |
|
|
2024
Q2 | $3.62M | Sell |
61,871
-5,728
| -8% | -$335K | 2.04% | 11 |
|
|
2024
Q1 | $4.11M | Sell |
67,599
-576
| -0.8% | -$35K | 2.4% | 8 |
|
|
2023
Q4 | $3.78M | Sell |
68,175
-1,970
| -3% | -$109K | 2.37% | 8 |
|
|
2023
Q3 | $3.5M | Sell |
70,145
-2,785
| -4% | -$139K | 2.52% | 8 |
|
|
2023
Q2 | $3.81M | Sell |
72,930
-1,955
| -3% | -$102K | 2.66% | 7 |
|
|
2023
Q1 | $3.75M | Buy |
74,885
+1,285
| +2% | +$64.3K | 2.79% | 8 |
|
|
2022
Q4 | $3.56M | Sell |
73,600
-3,045
| -4% | -$147K | 2.91% | 8 |
|
|
2022
Q3 | $3.36M | Buy |
76,645
+490
| +0.6% | +$21.5K | 3.1% | 7 |
|
|
2022
Q2 | $3.45M | Sell |
76,155
-1,435
| -2% | -$64.9K | 3.43% | 7 |
|
|
2022
Q1 | $4.16M | Sell |
77,590
-2,580
| -3% | -$138K | 3.36% | 7 |
|
|
2021
Q4 | $4.54M | Sell |
80,170
-11,260
| -12% | -$638K | 3.43% | 9 |
|
|
2021
Q3 | $4.81M | Buy |
91,430
+7,625
| +9% | +$401K | 3.84% | 7 |
|
|
2021
Q2 | $4.5M | Sell |
83,805
-1,155
| -1% | -$62.1K | 3.51% | 8 |
|
|
2021
Q1 | $4.42M | Buy |
84,960
+790
| +0.9% | +$41.1K | 3.68% | 7 |
|
|
2020
Q4 | $3.87M | Sell |
84,170
-2,455
| -3% | -$113K | 3.58% | 5 |
|
|
2020
Q3 | $3.21M | Sell |
86,625
-3,080
| -3% | -$114K | 3.43% | 7 |
|
|
2020
Q2 | $3.19M | Buy |
89,705
+2,775
| +3% | +$98.7K | 3.66% | 6 |
|
|
2020
Q1 | $2.5M | Buy |
86,930
+5,590
| +7% | +$161K | 3.46% | 8 |
|
|
2019
Q4 | $3.35M | Buy |
+81,340
| New | +$3.35M | 3.43% | 11 |
|