Intergy Private Wealth’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 | $725K | Hold |
11,695
| – | – | 0.25% | 57 |
|
|
2025
Q1 | $682K | Sell |
11,695
-51
| -0.4% | -$2.98K | 0.26% | 54 |
|
|
2024
Q4 | $732K | Buy |
11,746
+1
| +0% | +$62 | 0.27% | 57 |
|
|
2024
Q3 | $732K | Sell |
11,745
-14
| -0.1% | -$872 | 0.28% | 51 |
|
|
2024
Q2 | $688K | Buy |
11,759
+1
| +0% | +$59 | 0.28% | 50 |
|
|
2024
Q1 | $714K | Sell |
11,758
-2
| -0% | -$121 | 0.29% | 49 |
|
|
2023
Q4 | $652K | Sell |
11,760
-795
| -6% | -$44.1K | 0.28% | 48 |
|
|
2023
Q3 | $626K | Hold |
12,555
| – | – | 0.31% | 45 |
|
|
2023
Q2 | $657K | Sell |
12,555
-75
| -0.6% | -$3.92K | 0.32% | 44 |
|
|
2023
Q1 | $632K | Sell |
12,630
-605
| -5% | -$30.3K | 0.35% | 42 |
|
|
2022
Q4 | $640K | Sell |
13,235
-815
| -6% | -$39.4K | 0.4% | 40 |
|
|
2022
Q3 | $616K | Sell |
14,050
-180
| -1% | -$7.89K | 0.44% | 41 |
|
|
2022
Q2 | $644K | Sell |
14,230
-560
| -4% | -$25.3K | 0.51% | 33 |
|
|
2022
Q1 | $794K | Sell |
14,790
-32,305
| -69% | -$1.73M | 0.55% | 29 |
|
|
2021
Q4 | $2.67M | Buy |
+47,095
| New | +$2.67M | 2.08% | 13 |
|