GeoWealth 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 | $403K | Sell |
6,497
-5,165
| -44% | -$320K | 0.02% | 457 |
|
|
2025
Q1 | $680K | Sell |
11,662
-58
| -0.5% | -$3.38K | 0.03% | 367 |
|
|
2024
Q4 | $730K | Buy |
11,720
+11,662
| +20,107% | +$727K | 0.02% | 381 |
|
|
2024
Q3 | $3.62K | Buy |
+58
| New | +$3.62K | ﹤0.01% | 1491 |
|
|
2019
Q4 | – | Sell |
-36,370
| Closed | -$1.41M | – | 142 |
|
|
2019
Q3 | $1.41M | Buy |
+36,370
| New | +$1.41M | 0.32% | 50 |
|