Hemington 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 | $537K | Buy |
8,673
+8
| +0.1% | +$495 | 0.08% | 74 |
|
|
2025
Q1 | $505K | Sell |
8,665
-338
| -4% | -$19.7K | 0.08% | 75 |
|
|
2024
Q4 | $560K | Buy |
9,003
+321
| +4% | +$20K | 0.14% | 66 |
|
|
2024
Q3 | $537K | Buy |
8,682
+2,827
| +48% | +$175K | 0.14% | 67 |
|
|
2024
Q2 | $342K | Sell |
5,855
-2,175
| -27% | -$127K | 0.12% | 88 |
|
|
2024
Q1 | $488K | Hold |
8,030
| – | – | 0.18% | 69 |
|
|
2023
Q4 | $445K | Sell |
8,030
-240
| -3% | -$13.3K | 0.17% | 70 |
|
|
2023
Q3 | $412K | Buy |
8,270
+1,865
| +29% | +$92.9K | 0.2% | 63 |
|
|
2023
Q2 | $334K | Hold |
6,405
| – | – | 0.14% | 73 |
|
|
2023
Q1 | $320K | Sell |
6,405
-140
| -2% | -$7K | 0.13% | 79 |
|
|
2022
Q4 | $316K | Sell |
6,545
-4,635
| -41% | -$224K | 0.14% | 74 |
|
|
2022
Q3 | $490K | Sell |
11,180
-2,570
| -19% | -$113K | 0.21% | 50 |
|
|
2022
Q2 | $622K | Sell |
13,750
-5,525
| -29% | -$250K | 0.25% | 47 |
|
|
2022
Q1 | $1.03M | Buy |
19,275
+155
| +0.8% | +$8.32K | 0.35% | 36 |
|
|
2021
Q4 | $879K | Sell |
19,120
-565
| -3% | -$26K | 0.41% | 31 |
|
|
2021
Q3 | $1.04M | Buy |
19,685
+7,605
| +63% | +$400K | 0.38% | 33 |
|
|
2021
Q2 | $649K | Sell |
12,080
-6,280
| -34% | -$337K | 0.28% | 44 |
|
|
2021
Q1 | $956K | Sell |
18,360
-760
| -4% | -$39.6K | 0.41% | 33 |
|
|
2020
Q4 | $879K | Buy |
+19,120
| New | +$879K | 0.41% | 31 |
|