FSA 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
Q2 | $648K | Buy |
1,043
+1
| +0.1% | +$621 | 0.25% | 23 |
|
|
2025
Q1 | $586K | Buy |
1,042
+37
| +4% | +$20.8K | 0.25% | 24 |
|
|
2024
Q4 | $62.6K | Buy |
1,005
+80
| +9% | +$4.99K | 0.03% | 129 |
|
|
2024
Q3 | $57.6K | Buy |
+925
| New | +$57.6K | 0.02% | 144 |
|
|
2024
Q1 | $56.2K | Hold |
925
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $51K | Buy |
+925
| New | +$51K | 0.02% | 138 |
|
|
2021
Q1 | – | Sell |
-700
| Closed | -$32K | – | 135 |
|
|
2020
Q4 | $32K | Buy |
+700
| New | +$32K | 0.02% | 161 |
|
|
2020
Q3 | – | Sell |
-700
| Closed | -$25K | – | 192 |
|
|
2020
Q2 | $25K | Buy |
700
+450
| +180% | +$16.1K | 0.02% | 174 |
|
|
2020
Q1 | $7K | Hold |
250
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $10K | Buy |
+250
| New | +$10K | 0.01% | 306 |
|