Hubbell Strickland 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 | $14.5M | Sell |
234,310
-4,394
| -2% | -$273K | 6.41% | 4 |
|
|
2025
Q1 | $13.9M | Buy |
238,704
+6,118
| +3% | +$357K | 6.59% | 4 |
|
|
2024
Q4 | $14.5M | Buy |
232,586
+2,502
| +1% | +$156K | 6.87% | 3 |
|
|
2024
Q3 | $14.3M | Buy |
230,084
+1,790
| +0.8% | +$112K | 6.71% | 4 |
|
|
2024
Q2 | $13.4M | Buy |
228,294
+94
| +0% | +$5.5K | 6.7% | 4 |
|
|
2024
Q1 | $13.9M | Sell |
228,200
-1,300
| -0.6% | -$79K | 7.01% | 4 |
|
|
2023
Q4 | $12.7M | Sell |
229,500
-1,685
| -0.7% | -$93.4K | 6.96% | 4 |
|
|
2023
Q3 | $11.5M | Buy |
231,185
+1,870
| +0.8% | +$93.3K | 6.91% | 4 |
|
|
2023
Q2 | $12M | Sell |
229,315
-5
| -0% | -$261 | 6.94% | 4 |
|
|
2023
Q1 | $11.5M | Sell |
229,320
-44,870
| -16% | -$2.24M | 6.96% | 4 |
|
|
2022
Q4 | $13.3M | Sell |
274,190
-415
| -0.2% | -$20.1K | 8.07% | 4 |
|
|
2022
Q3 | $12M | Buy |
274,605
+7,030
| +3% | +$308K | 8.39% | 4 |
|
|
2022
Q2 | $12.1M | Sell |
267,575
-1,935
| -0.7% | -$87.6K | 8.06% | 4 |
|
|
2022
Q1 | $14.5M | Sell |
269,510
-10,020
| -4% | -$538K | 8.59% | 3 |
|
|
2021
Q4 | $15.8M | Sell |
279,530
-12,325
| -4% | -$698K | 8.76% | 3 |
|
|
2021
Q3 | $15.4M | Sell |
291,855
-5,185
| -2% | -$273K | 9.3% | 2 |
|
|
2021
Q2 | $16M | Sell |
297,040
-7,945
| -3% | -$427K | 9.6% | 2 |
|
|
2021
Q1 | $15.9M | Sell |
304,985
-7,670
| -2% | -$399K | 10.21% | 2 |
|
|
2020
Q4 | $14.4M | Sell |
312,655
-960
| -0.3% | -$44.1K | 9.81% | 2 |
|
|
2020
Q3 | $11.6M | Sell |
313,615
-8,985
| -3% | -$333K | 9.05% | 2 |
|
|
2020
Q2 | $11.5M | Buy |
322,600
+5,075
| +2% | +$180K | 9.65% | 2 |
|
|
2020
Q1 | $9.14M | Sell |
317,525
-9,850
| -3% | -$283K | 9.27% | 2 |
|
|
2019
Q4 | $13.5M | Sell |
327,375
-6,310
| -2% | -$260K | 10.88% | 2 |
|
|
2019
Q3 | $12.9M | Buy |
+333,685
| New | +$12.9M | 11.16% | 2 |
|