GSB 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 | $5.15M | Sell |
83,054
-3,836
| -4% | -$238K | 1.26% | 16 |
|
|
2025
Q1 | $5.07M | Sell |
86,890
-1,404
| -2% | -$81.9K | 1.33% | 15 |
|
|
2024
Q4 | $5.5M | Buy |
88,294
+3,083
| +4% | +$192K | 1.42% | 14 |
|
|
2024
Q3 | $5.31M | Buy |
85,211
+1,757
| +2% | +$109K | 1.36% | 14 |
|
|
2024
Q2 | $4.88M | Buy |
83,454
+5,319
| +7% | +$311K | 1.33% | 12 |
|
|
2024
Q1 | $4.75M | Buy |
78,135
+7,455
| +11% | +$453K | 1.34% | 14 |
|
|
2023
Q4 | $3.92M | Buy |
70,680
+1,995
| +3% | +$111K | 1.2% | 16 |
|
|
2023
Q3 | $3.43M | Buy |
68,685
+2,265
| +3% | +$113K | 1.15% | 17 |
|
|
2023
Q2 | $3.47M | Buy |
66,420
+9,750
| +17% | +$510K | 1.13% | 17 |
|
|
2023
Q1 | $2.82M | Buy |
56,670
+38,175
| +206% | +$1.9M | 0.92% | 27 |
|
|
2022
Q4 | $895K | Buy |
18,495
+150
| +0.8% | +$7.26K | 0.32% | 105 |
|
|
2022
Q3 | $805K | Buy |
18,345
+1,760
| +11% | +$77.2K | 0.29% | 112 |
|
|
2022
Q2 | $750K | Buy |
16,585
+280
| +2% | +$12.7K | 0.26% | 124 |
|
|
2022
Q1 | $875K | Buy |
16,305
+1,940
| +14% | +$104K | 0.26% | 121 |
|
|
2021
Q4 | $813K | Buy |
14,365
+6,865
| +92% | +$389K | 0.23% | 129 |
|
|
2021
Q3 | $395K | Sell |
7,500
-3,820
| -34% | -$201K | 0.2% | 102 |
|
|
2021
Q2 | $608K | Buy |
11,320
+480
| +4% | +$25.8K | 0.19% | 142 |
|
|
2021
Q1 | $564K | Buy |
+10,840
| New | +$564K | 0.19% | 135 |
|