Enzi 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 | $2.31M | Sell |
36,463
-210
| -0.6% | -$13.3K | 0.85% | 20 |
|
|
2025
Q1 | $2.08M | Hold |
36,673
| – | – | 0.84% | 20 |
|
|
2024
Q4 | $2.4M | Sell |
36,673
-222
| -0.6% | -$14.5K | 0.91% | 19 |
|
|
2024
Q3 | $2.34M | Sell |
36,895
-25
| -0.1% | -$1.59K | 0.91% | 19 |
|
|
2024
Q2 | $2.14M | Sell |
36,920
-450
| -1% | -$26.1K | 0.94% | 17 |
|
|
2024
Q1 | $2.14M | Sell |
37,370
-305
| -0.8% | -$17.5K | 1% | 17 |
|
|
2023
Q4 | $2.08M | Sell |
37,675
-10,055
| -21% | -$555K | 1% | 17 |
|
|
2023
Q3 | $2.33M | Sell |
47,730
-13,945
| -23% | -$679K | 1.23% | 15 |
|
|
2023
Q2 | $3.32M | Sell |
61,675
-77,230
| -56% | -$4.16M | 1.69% | 10 |
|
|
2023
Q1 | $6.94M | Sell |
138,905
-145,890
| -51% | -$7.29M | 3.56% | 9 |
|
|
2022
Q4 | $14.6M | Sell |
284,795
-27,995
| -9% | -$1.44M | 6.99% | 5 |
|
|
2022
Q3 | $15.8M | Buy |
+312,790
| New | +$15.8M | 7.74% | 4 |
|