Grand 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 | $11.2K | Hold |
180
| – | – | 0.01% | 65 |
|
|
2025
Q1 | $10.5K | Hold |
180
| – | – | 0.01% | 58 |
|
|
2024
Q4 | $11.2K | Hold |
180
| – | – | 0.01% | 55 |
|
|
2024
Q3 | $11.2K | Hold |
180
| – | – | 0.01% | 58 |
|
|
2024
Q2 | $10.5K | Hold |
180
| – | – | 0.01% | 53 |
|
|
2024
Q1 | $10.9K | Hold |
180
| – | – | 0.01% | 67 |
|
|
2023
Q4 | $9.98K | Hold |
180
| – | – | 0.01% | 69 |
|
|
2023
Q3 | $8.98K | Hold |
180
| – | – | 0.01% | 63 |
|
|
2023
Q2 | $9.42K | Sell |
180
-200
| -53% | -$10.5K | 0.01% | 62 |
|
|
2023
Q1 | $19K | Sell |
380
-130
| -25% | -$6.51K | 0.01% | 50 |
|
|
2022
Q4 | $24.7K | Hold |
510
| – | – | 0.02% | 49 |
|
|
2022
Q3 | $22K | Hold |
510
| – | – | 0.01% | 52 |
|
|
2022
Q2 | $23K | Hold |
510
| – | – | 0.01% | 52 |
|
|
2022
Q1 | $27K | Sell |
510
-15
| -3% | -$794 | 0.01% | 49 |
|
|
2021
Q4 | $30K | Buy |
+525
| New | +$30K | 0.01% | 47 |
|