Falcon Wealth Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $635K | Buy |
|
|||||
|
2025
Q2 | $586K | Sell |
|
|||||
|
2025
Q1 | $657K | Sell |
|
|||||
|
2024
Q4 | $735K | Buy |
|
|||||
|
2024
Q3 | $463K | Buy |
|
|||||
|
2024
Q2 | $411K | Hold |
|
|||||
|
2024
Q1 | $426K | Sell |
|
|||||
|
2023
Q4 | $396K | Buy |
|
|||||
|
2023
Q3 | $350K | Hold |
|
|||||
|
2023
Q2 | $367K | Hold |
|
|||||
|
2023
Q1 | $351K | Sell |
|
|||||
|
2022
Q4 | $344K | Buy |
|
|||||
|
2022
Q3 | $303K | Sell |
|
|||||
|
2022
Q2 | $314K | Buy |
|
|||||
|
2022
Q1 | $371K | Sell |
|
|||||
|
2021
Q4 | $406K | Hold |
|
|||||
|
2021
Q3 | $377K | Buy |
|