Hibernia Wealth Partners’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 | $316K | Buy |
+5,101
| New | +$316K | 0.1% | 73 |
|
2024
Q4 | – | Sell |
-5,890
| Closed | -$367K | – | 85 |
|
2024
Q3 | $367K | Buy |
+5,890
| New | +$367K | 0.11% | 80 |
|
2024
Q2 | – | Sell |
-5,379
| Closed | -$327K | – | 103 |
|
2024
Q1 | $327K | Buy |
5,379
+1,099
| +26% | +$66.7K | 0.22% | 55 |
|
2023
Q4 | $237K | Buy |
4,280
+3,760
| +723% | +$208K | 0.18% | 59 |
|
2023
Q3 | $26K | Buy |
+520
| New | +$26K | 0.02% | 113 |
|