Elevation 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 | $117K | Hold |
1,892
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $110K | Hold |
1,892
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $118K | Hold |
1,892
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $118K | Hold |
1,892
| – | – | 0.05% | 152 |
|
|
2024
Q2 | $111K | Buy |
1,892
+9
| +0.5% | +$527 | 0.05% | 148 |
|
|
2024
Q1 | $114K | Sell |
1,883
-427
| -18% | -$25.9K | 0.06% | 145 |
|
|
2023
Q4 | $115K | Hold |
2,310
| – | – | 0.07% | 138 |
|
|
2023
Q3 | $115K | Sell |
2,310
-130
| -5% | -$6.48K | 0.1% | 82 |
|
|
2023
Q2 | $128K | Sell |
2,440
-135
| -5% | -$7.06K | 0.11% | 82 |
|
|
2023
Q1 | $129K | Buy |
+2,575
| New | +$129K | 0.12% | 84 |
|