Golden State Equity Partners’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 | $918K | Buy |
14,799
+1,612
| +12% | +$100K | 0.17% | 150 |
|
|
2025
Q1 | $769K | Buy |
13,187
+344
| +3% | +$20.1K | 0.15% | 168 |
|
|
2024
Q4 | $800K | Buy |
12,843
+5,553
| +76% | +$346K | 0.15% | 161 |
|
|
2024
Q3 | $454K | Buy |
7,290
+2,776
| +61% | +$173K | 0.24% | 100 |
|
|
2024
Q2 | $264K | Buy |
+4,514
| New | +$264K | 0.06% | 341 |
|
|
2021
Q3 | – | Sell |
-6,730
| Closed | -$362K | – | 252 |
|
|
2021
Q2 | $362K | Buy |
+6,730
| New | +$362K | 0.14% | 151 |
|