HB 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 | $8.94M | Sell |
144,227
-27,411
| -16% | -$1.7M | 0.07% | 148 |
|
|
2025
Q1 | $10M | Buy |
171,638
+26,283
| +18% | +$1.53M | 0.08% | 127 |
|
|
2024
Q4 | $9.06M | Buy |
145,355
+22,086
| +18% | +$1.38M | 0.09% | 103 |
|
|
2024
Q3 | $7.68M | Buy |
123,269
+6,106
| +5% | +$381K | 0.08% | 118 |
|
|
2024
Q2 | $6.86M | Buy |
117,163
+1,205
| +1% | +$70.5K | 0.08% | 119 |
|
|
2024
Q1 | $7.04M | Buy |
115,958
+13,428
| +13% | +$816K | 0.09% | 118 |
|
|
2023
Q4 | $5.68M | Sell |
102,530
-12,065
| -11% | -$669K | 0.08% | 125 |
|
|
2023
Q3 | $5.71M | Sell |
114,595
-1,375
| -1% | -$68.6K | 0.09% | 113 |
|
|
2023
Q2 | $6.06M | Buy |
115,970
+115
| +0.1% | +$6.01K | 0.1% | 106 |
|
|
2023
Q1 | $5.8M | Buy |
115,855
+7,545
| +7% | +$377K | 0.1% | 102 |
|
|
2022
Q4 | $5.24M | Buy |
108,310
+31,390
| +41% | +$1.52M | 0.1% | 105 |
|
|
2022
Q3 | $3.37M | Buy |
76,920
+3,750
| +5% | +$164K | 0.07% | 132 |
|
|
2022
Q2 | $3.31M | Buy |
73,170
+14,135
| +24% | +$640K | 0.07% | 137 |
|
|
2022
Q1 | $3.17M | Buy |
59,035
+555
| +0.9% | +$29.8K | 0.06% | 138 |
|
|
2021
Q4 | $3.31M | Buy |
+58,480
| New | +$3.31M | 0.07% | 116 |
|