Financial Network 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
Q1 | $628K | Hold |
10,776
| – | – | 0.22% | 61 |
|
|
2024
Q4 | $671K | Hold |
10,776
| – | – | 0.24% | 59 |
|
|
2024
Q3 | $671K | Hold |
10,776
| – | – | 0.24% | 61 |
|
|
2024
Q2 | $630K | Sell |
10,776
-107
| -1% | -$6.26K | 0.24% | 59 |
|
|
2024
Q1 | $645K | Buy |
10,883
+3
| +0% | +$178 | 0.31% | 39 |
|
|
2023
Q4 | $603K | Sell |
10,880
-12,585
| -54% | -$697K | 0.26% | 54 |
|
|
2023
Q3 | $1.15M | Sell |
23,465
-450
| -2% | -$22.1K | 0.56% | 35 |
|
|
2023
Q2 | $1.3M | Buy |
23,915
+1,535
| +7% | +$83.2K | 0.6% | 33 |
|
|
2023
Q1 | $1.12M | Buy |
22,380
+670
| +3% | +$33.5K | 0.55% | 40 |
|
|
2022
Q4 | $1.05M | Buy |
21,710
+3,825
| +21% | +$185K | 0.57% | 41 |
|
|
2022
Q3 | $784K | Sell |
17,885
-2,280
| -11% | -$99.9K | 0.49% | 36 |
|
|
2022
Q2 | $912K | Sell |
20,165
-695
| -3% | -$31.4K | 0.55% | 31 |
|
|
2022
Q1 | $1.12M | Buy |
20,860
+2,555
| +14% | +$137K | 0.58% | 29 |
|
|
2021
Q4 | $1.04M | Buy |
18,305
+3,485
| +24% | +$197K | 0.52% | 31 |
|
|
2021
Q3 | $780K | Buy |
14,820
+1,530
| +12% | +$80.5K | 0.45% | 31 |
|
|
2021
Q2 | $714K | Buy |
13,290
+4,915
| +59% | +$264K | 0.42% | 33 |
|
|
2021
Q1 | $436K | Sell |
8,375
-880
| -10% | -$45.8K | 0.28% | 45 |
|
|
2020
Q4 | $425K | Buy |
+9,255
| New | +$425K | 0.33% | 43 |
|