GoalVest Advisory’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 | $175K | Sell |
2,814
-336
| -11% | -$20.8K | 0.04% | 134 |
|
|
2025
Q1 | $184K | Hold |
3,150
| – | – | 0.05% | 121 |
|
|
2024
Q4 | $196K | Hold |
3,150
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $196K | Hold |
3,150
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $184K | Hold |
3,150
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $191K | Hold |
3,150
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $175K | Hold |
3,150
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $157K | Hold |
3,150
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $165K | Buy |
3,150
+2,250
| +250% | +$118K | 0.09% | 76 |
|
|
2023
Q1 | $45K | Buy |
900
+875
| +3,500% | +$43.8K | 0.03% | 119 |
|
|
2022
Q4 | $1.21K | Hold |
25
| – | – | ﹤0.01% | 228 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 246 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 293 |
|
|
2021
Q2 | $24K | Buy |
+450
| New | +$24K | 0.01% | 174 |
|
|
2021
Q1 | – | Sell |
-505
| Closed | -$23K | – | 201 |
|
|
2020
Q4 | $23K | Buy |
+505
| New | +$23K | 0.02% | 148 |
|