IAG 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 | $451K | Sell |
7,267
-721
| -9% | -$44.7K | 0.06% | 82 |
|
|
2025
Q1 | $466K | Hold |
7,988
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $498K | Sell |
7,988
-48
| -0.6% | -$2.99K | 0.09% | 70 |
|
|
2024
Q3 | $501K | Buy |
8,036
+696
| +9% | +$43.4K | 0.09% | 64 |
|
|
2024
Q2 | $430K | Buy |
7,340
+1,260
| +21% | +$73.7K | 0.09% | 70 |
|
|
2024
Q1 | $369K | Hold |
6,080
| – | – | 0.08% | 69 |
|
|
2023
Q4 | $337K | Buy |
6,080
+210
| +4% | +$11.6K | 0.08% | 66 |
|
|
2023
Q3 | $293K | Sell |
5,870
-230
| -4% | -$11.5K | 0.08% | 67 |
|
|
2023
Q2 | $319K | Hold |
6,100
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $305K | Sell |
6,100
-860
| -12% | -$43K | 0.08% | 59 |
|
|
2022
Q4 | $337K | Buy |
6,960
+4,190
| +151% | +$203K | 0.1% | 57 |
|
|
2022
Q3 | $121K | Buy |
2,770
+145
| +6% | +$6.33K | 0.04% | 80 |
|
|
2022
Q2 | $119K | Buy |
2,625
+280
| +12% | +$12.7K | 0.04% | 82 |
|
|
2022
Q1 | $126K | Hold |
2,345
| – | – | 0.04% | 83 |
|
|
2021
Q4 | $133K | Sell |
2,345
-95
| -4% | -$5.39K | 0.04% | 72 |
|
|
2021
Q3 | $129K | Sell |
2,440
-80
| -3% | -$4.23K | 0.05% | 67 |
|
|
2021
Q2 | $136K | Sell |
2,520
-260
| -9% | -$14K | 0.05% | 63 |
|
|
2021
Q1 | $145K | Sell |
2,780
-3,145
| -53% | -$164K | 0.06% | 60 |
|
|
2020
Q4 | $273K | Sell |
5,925
-2,015
| -25% | -$92.8K | 0.11% | 45 |
|
|
2020
Q3 | $295K | Sell |
7,940
-1,030
| -11% | -$38.3K | 0.14% | 41 |
|
|
2020
Q2 | $320K | Sell |
8,970
-4,320
| -33% | -$154K | 0.16% | 42 |
|
|
2020
Q1 | $383K | Sell |
13,290
-4,175
| -24% | -$120K | 0.26% | 37 |
|
|
2019
Q4 | $719K | Buy |
+17,465
| New | +$719K | 0.47% | 29 |
|