GPS Wealth Strategies Group’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 | $380K | Buy |
6,123
+272
| +5% | +$16.9K | 0.04% | 212 |
|
|
2025
Q1 | $341K | Buy |
5,851
+71
| +1% | +$4.14K | 0.05% | 223 |
|
|
2024
Q4 | $360K | Buy |
5,780
+589
| +11% | +$36.7K | 0.05% | 213 |
|
|
2024
Q3 | $324K | Buy |
5,191
+1,253
| +32% | +$78.1K | 0.04% | 227 |
|
|
2024
Q2 | $230K | Buy |
3,938
+858
| +28% | +$50.2K | 0.03% | 242 |
|
|
2024
Q1 | $187K | Sell |
3,080
-215
| -7% | -$13.1K | 0.03% | 264 |
|
|
2023
Q4 | $183K | Sell |
3,295
-400
| -11% | -$22.2K | 0.03% | 256 |
|
|
2023
Q3 | $184K | Sell |
3,695
-420
| -10% | -$20.9K | 0.04% | 257 |
|
|
2023
Q2 | $215K | Sell |
4,115
-445
| -10% | -$23.3K | 0.04% | 239 |
|
|
2023
Q1 | $228K | Buy |
+4,560
| New | +$228K | 0.05% | 219 |
|
|
2022
Q4 | – | Sell |
-5,230
| Closed | -$229K | – | 580 |
|
|
2022
Q3 | $229K | Buy |
5,230
+115
| +2% | +$5.04K | 0.06% | 187 |
|
|
2022
Q2 | $231K | Buy |
5,115
+400
| +8% | +$18.1K | 0.06% | 192 |
|
|
2022
Q1 | $253K | Buy |
4,715
+270
| +6% | +$14.5K | 0.06% | 180 |
|
|
2021
Q4 | $252K | Buy |
4,445
+875
| +25% | +$49.6K | 0.06% | 189 |
|
|
2021
Q3 | $188K | Buy |
3,570
+255
| +8% | +$13.4K | 0.05% | 213 |
|
|
2021
Q2 | $178K | Buy |
3,315
+45
| +1% | +$2.42K | 0.05% | 225 |
|
|
2021
Q1 | $170K | Buy |
+3,270
| New | +$170K | 0.05% | 216 |
|