Horizons 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 | $632K | Sell |
10,191
-1,673
| -14% | -$104K | 0.45% | 34 |
|
|
2025
Q1 | $692K | Sell |
11,864
-205
| -2% | -$12K | 0.52% | 33 |
|
|
2024
Q4 | $752K | Hold |
12,069
| – | – | 0.57% | 31 |
|
|
2024
Q3 | $752K | Sell |
12,069
-301
| -2% | -$18.8K | 0.58% | 30 |
|
|
2024
Q2 | $745K | Buy |
12,370
+9,896
| +400% | +$596K | 0.59% | 30 |
|
|
2024
Q1 | $686K | Sell |
2,474
-9,896
| -80% | -$2.74M | 0.45% | 33 |
|
|
2023
Q4 | $686K | Buy |
12,370
+490
| +4% | +$27.2K | 0.45% | 33 |
|
|
2023
Q3 | $592K | Sell |
11,880
-185
| -2% | -$9.23K | 0.43% | 34 |
|
|
2023
Q2 | $631K | Sell |
12,065
-290
| -2% | -$15.2K | 0.45% | 32 |
|
|
2023
Q1 | $618K | Buy |
12,355
+150
| +1% | +$7.51K | 0.45% | 31 |
|
|
2022
Q4 | $590K | Buy |
12,205
+4,015
| +49% | +$194K | 0.47% | 29 |
|
|
2022
Q3 | $359K | Hold |
8,190
| – | – | 0.33% | 33 |
|
|
2022
Q2 | $429K | Buy |
+8,190
| New | +$429K | 0.35% | 31 |
|