Greenup Street 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 | $20M | Buy |
322,976
+18,326
| +6% | +$1.14M | 3.49% | 8 |
|
|
2025
Q1 | $17.8M | Buy |
304,650
+23,297
| +8% | +$1.36M | 3.52% | 8 |
|
|
2024
Q4 | $17.5M | Buy |
281,353
+34,813
| +14% | +$2.17M | 3.48% | 8 |
|
|
2024
Q3 | $15.4M | Buy |
246,540
+66,739
| +37% | +$4.16M | 3.17% | 9 |
|
|
2024
Q2 | $10.5M | Buy |
179,801
+86,132
| +92% | +$5.04M | 2.48% | 12 |
|
|
2024
Q1 | $5.69M | Buy |
93,669
+23,674
| +34% | +$1.44M | 1.43% | 16 |
|
|
2023
Q4 | $3.88M | Sell |
69,995
-2,485
| -3% | -$138K | 1.08% | 21 |
|
|
2023
Q3 | $3.61M | Sell |
72,480
-118,485
| -62% | -$5.91M | 1.18% | 19 |
|
|
2023
Q2 | $9.99M | Buy |
190,965
+83,725
| +78% | +$4.38M | 2.73% | 10 |
|
|
2023
Q1 | $5.37M | Sell |
107,240
-65,250
| -38% | -$3.26M | 1.89% | 14 |
|
|
2022
Q4 | $8.34M | Buy |
172,490
+4,030
| +2% | +$195K | 3.48% | 6 |
|
|
2022
Q3 | $7.39M | Buy |
168,460
+31,795
| +23% | +$1.39M | 3.33% | 7 |
|
|
2022
Q2 | $6.18M | Buy |
136,665
+71,365
| +109% | +$3.23M | 2.91% | 10 |
|
|
2022
Q1 | $3.51M | Buy |
65,300
+1,125
| +2% | +$60.4K | 1.93% | 18 |
|
|
2021
Q4 | $3.63M | Buy |
+64,175
| New | +$3.63M | 2.13% | 11 |
|