GC Wealth Management RIA’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
$7.82M Buy
126,025
+7
+0% +$434 0.64% 27
2025
Q1
$7.35M Buy
126,018
+49
+0% +$2.86K 1.35% 16
2024
Q4
$7.85M Hold
125,969
1.38% 15
2024
Q3
$7.85M Sell
125,969
-576
-0.5% -$35.9K 1.37% 13
2024
Q2
$7.41M Sell
126,545
-500
-0.4% -$29.3K 1.46% 13
2024
Q1
$7.72M Buy
127,045
+120,695
+1,901% +$7.33M 1.54% 9
2023
Q4
$352K Buy
+6,350
New +$352K 0.16% 143