GDS 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 | $1.15M | Buy |
18,577
+1,165
| +7% | +$72.3K | 0.08% | 90 |
|
|
2025
Q1 | $1.02M | Buy |
17,412
+1,261
| +8% | +$73.6K | 0.09% | 88 |
|
|
2024
Q4 | $1.01M | Buy |
16,151
+2,059
| +15% | +$128K | 0.09% | 91 |
|
|
2024
Q3 | $878K | Buy |
14,092
+433
| +3% | +$27K | 0.09% | 74 |
|
|
2024
Q2 | $799K | Sell |
13,659
-262
| -2% | -$15.3K | 0.09% | 67 |
|
|
2024
Q1 | $846K | Sell |
13,921
-1,049
| -7% | -$63.7K | 0.1% | 66 |
|
|
2023
Q4 | $830K | Sell |
14,970
-555
| -4% | -$30.8K | 0.11% | 63 |
|
|
2023
Q3 | $774K | Sell |
15,525
-140
| -0.9% | -$6.98K | 0.12% | 59 |
|
|
2023
Q2 | $819K | Sell |
15,665
-420
| -3% | -$22K | 0.13% | 62 |
|
|
2023
Q1 | $805K | Buy |
16,085
+390
| +2% | +$19.5K | 0.14% | 56 |
|
|
2022
Q4 | $759K | Sell |
15,695
-255
| -2% | -$12.3K | 0.15% | 65 |
|
|
2022
Q3 | $699K | Buy |
15,950
+345
| +2% | +$15.1K | 0.16% | 58 |
|
|
2022
Q2 | $706K | Buy |
15,605
+785
| +5% | +$35.5K | 0.16% | 62 |
|
|
2022
Q1 | $775K | Buy |
14,820
+425
| +3% | +$22.2K | 0.17% | 62 |
|
|
2021
Q4 | $815K | Buy |
+14,395
| New | +$815K | 0.18% | 60 |
|