Hiley Hunt 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 | $9.44M | Buy |
149,438
+4,475
| +3% | +$283K | 4.77% | 7 |
|
2025
Q1 | $8.5M | Buy |
144,963
+1,133
| +0.8% | +$66.5K | 4.64% | 7 |
|
2024
Q4 | $8.96M | Buy |
143,830
+2,108
| +1% | +$131K | 4.97% | 7 |
|
2024
Q3 | $8.83M | Buy |
141,722
+4,310
| +3% | +$269K | 5.06% | 7 |
|
2024
Q2 | $8.04M | Buy |
137,412
+545
| +0.4% | +$31.9K | 4.97% | 7 |
|
2024
Q1 | $8.31M | Buy |
136,867
+5,387
| +4% | +$327K | 5.45% | 7 |
|
2023
Q4 | $7.29M | Buy |
+131,480
| New | +$7.29M | 5.39% | 6 |
|