Graybill 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 | $693K | Sell |
11,179
-56
| -0.5% | -$3.47K | 0.23% | 56 |
|
2025
Q1 | $656K | Buy |
+11,235
| New | +$656K | 0.22% | 58 |
|
2024
Q3 | $665K | Buy |
10,677
+41
| +0.4% | +$2.56K | 0.25% | 50 |
|
2024
Q2 | $622K | Buy |
10,636
+4,432
| +71% | +$259K | 0.25% | 50 |
|
2024
Q1 | $377K | Buy |
6,204
+384
| +7% | +$23.3K | 0.16% | 49 |
|
2023
Q4 | $323K | Buy |
5,820
+495
| +9% | +$27.4K | 0.14% | 51 |
|
2023
Q3 | $266K | Buy |
5,325
+1,100
| +26% | +$54.9K | 0.13% | 52 |
|
2023
Q2 | $221K | Buy |
+4,225
| New | +$221K | 0.1% | 53 |
|