FSB Premier 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 | $686K | Buy |
11,060
+695
| +7% | +$43.1K | 0.24% | 105 |
|
|
2025
Q1 | $605K | Buy |
10,365
+54
| +0.5% | +$3.15K | 0.24% | 114 |
|
|
2024
Q4 | $642K | Buy |
10,311
+955
| +10% | +$59.5K | 0.26% | 99 |
|
|
2024
Q3 | $583K | Sell |
9,356
-1,040
| -10% | -$64.8K | 0.24% | 106 |
|
|
2024
Q2 | $608K | Sell |
10,396
-1,113
| -10% | -$65.1K | 0.27% | 85 |
|
|
2024
Q1 | $699K | Buy |
11,509
+404
| +4% | +$24.5K | 0.33% | 70 |
|
|
2023
Q4 | $615K | Sell |
11,105
-515
| -4% | -$28.5K | 0.31% | 71 |
|
|
2023
Q3 | $580K | Sell |
11,620
-50
| -0.4% | -$2.49K | 0.32% | 69 |
|
|
2023
Q2 | $610K | Sell |
11,670
-610
| -5% | -$31.9K | 0.33% | 65 |
|
|
2023
Q1 | $614K | Sell |
12,280
-290
| -2% | -$14.5K | 0.34% | 65 |
|
|
2022
Q4 | $608K | Sell |
12,570
-550
| -4% | -$26.6K | 0.33% | 66 |
|
|
2022
Q3 | $575K | Sell |
13,120
-440
| -3% | -$19.3K | 0.34% | 63 |
|
|
2022
Q2 | $613K | Sell |
13,560
-110
| -0.8% | -$4.97K | 0.34% | 62 |
|
|
2022
Q1 | $700K | Buy |
13,670
+3,990
| +41% | +$204K | 0.35% | 59 |
|
|
2021
Q4 | $548K | Hold |
9,680
| – | – | 0.23% | 77 |
|
|
2021
Q3 | $509K | Sell |
9,680
-1,510
| -13% | -$79.4K | 0.25% | 71 |
|
|
2021
Q2 | $601K | Sell |
11,190
-4,325
| -28% | -$232K | 0.31% | 57 |
|
|
2021
Q1 | $807K | Sell |
15,515
-18,240
| -54% | -$949K | 0.43% | 41 |
|
|
2020
Q4 | $1.55M | Buy |
+33,755
| New | +$1.55M | 0.83% | 32 |
|