Golden State 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 | $2.89M | Sell |
46,534
-2,698
| -5% | -$167K | 0.35% | 52 |
|
|
2025
Q1 | $2.87M | Sell |
49,232
-197
| -0.4% | -$11.5K | 0.43% | 49 |
|
|
2024
Q4 | $3.08M | Buy |
+49,429
| New | +$3.08M | 0.46% | 45 |
|
|
2022
Q1 | $4.8M | Buy |
89,430
+27,235
| +44% | +$1.46M | 0.94% | 24 |
|
|
2021
Q4 | $3.52M | Buy |
62,195
+5,060
| +9% | +$286K | 0.61% | 33 |
|
|
2021
Q3 | $3.01M | Buy |
57,135
+3,735
| +7% | +$197K | 0.65% | 29 |
|
|
2021
Q2 | $2.87M | Buy |
53,400
+7,375
| +16% | +$396K | 0.63% | 29 |
|
|
2021
Q1 | $2.4M | Sell |
46,025
-6,695
| -13% | -$348K | 0.79% | 25 |
|
|
2020
Q4 | $2.42M | Sell |
52,720
-53,445
| -50% | -$2.46M | 0.7% | 27 |
|
|
2020
Q3 | $3.94M | Sell |
106,165
-1,978,290
| -95% | -$73.3M | 1.32% | 15 |
|
|
2020
Q2 | $60.4M | Buy |
2,084,455
+1,982,210
| +1,939% | +$57.4M | 19.37% | 1 |
|
|
2020
Q1 | $2.94M | Buy |
+102,245
| New | +$2.94M | 1.3% | 16 |
|
|
2019
Q4 | – | Sell |
-101,270
| Closed | -$3.91M | – | 465 |
|
|
2019
Q3 | $3.91M | Buy |
101,270
+4,050
| +4% | +$157K | 1.29% | 19 |
|
|
2019
Q2 | $3.78M | Sell |
97,220
-3,405
| -3% | -$132K | 1.2% | 19 |
|
|
2019
Q1 | $3.81M | Buy |
+100,625
| New | +$3.81M | 1.27% | 14 |
|