Independent Solutions 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 | $8.86M | Buy |
141,859
+1,072
| +0.8% | +$67K | 1.73% | 14 |
|
|
2025
Q1 | $8.28M | Buy |
140,787
+1,266
| +0.9% | +$74.4K | 1.85% | 13 |
|
|
2024
Q4 | $8.69M | Sell |
139,521
-31,406
| -18% | -$1.96M | 1.9% | 12 |
|
|
2024
Q3 | $10.7M | Sell |
170,927
-4,639
| -3% | -$289K | 2.41% | 9 |
|
|
2024
Q2 | $10.3M | Buy |
175,566
+1,312
| +0.8% | +$76.8K | 2.35% | 10 |
|
|
2024
Q1 | $10.6M | Sell |
174,254
-1,681
| -1% | -$102K | 2.51% | 8 |
|
|
2023
Q4 | $9.75M | Buy |
175,935
+1,925
| +1% | +$107K | 2.5% | 8 |
|
|
2023
Q3 | $8.68M | Sell |
174,010
-1,290
| -0.7% | -$64.3K | 2.25% | 9 |
|
|
2023
Q2 | $9.17M | Sell |
175,300
-2,515
| -1% | -$132K | 2.31% | 9 |
|
|
2023
Q1 | $8.9M | Sell |
177,815
-8,140
| -4% | -$407K | 2.62% | 9 |
|
|
2022
Q4 | $9M | Buy |
185,955
+10,410
| +6% | +$504K | 2.74% | 7 |
|
|
2022
Q3 | $7.7M | Sell |
175,545
-3,050
| -2% | -$134K | 2.52% | 10 |
|
|
2022
Q2 | $8.08M | Sell |
178,595
-7,925
| -4% | -$359K | 2.52% | 10 |
|
|
2022
Q1 | $10M | Sell |
186,520
-2,895
| -2% | -$155K | 2.36% | 9 |
|
|
2021
Q4 | $10.7M | Sell |
189,415
-3,195
| -2% | -$181K | 2.53% | 9 |
|
|
2021
Q3 | $10.1M | Sell |
192,610
-20,975
| -10% | -$1.1M | 2.51% | 9 |
|
|
2021
Q2 | $11.5M | Sell |
213,585
-5,360
| -2% | -$288K | 2.79% | 7 |
|
|
2021
Q1 | $11.4M | Sell |
218,945
-2,205
| -1% | -$115K | 3.13% | 7 |
|
|
2020
Q4 | $10.2M | Buy |
221,150
+6,655
| +3% | +$306K | 3.17% | 6 |
|
|
2020
Q3 | $7.95M | Sell |
214,495
-6,310
| -3% | -$234K | 3.03% | 8 |
|
|
2020
Q2 | $7.85M | Sell |
220,805
-9,865
| -4% | -$351K | 3.36% | 6 |
|
|
2020
Q1 | $6.64M | Buy |
230,670
+19,890
| +9% | +$572K | 3.67% | 6 |
|
|
2019
Q4 | $8.68M | Buy |
+210,780
| New | +$8.68M | 3.84% | 5 |
|