Invenio 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 | $748K | Sell |
12,055
-4,730
| -28% | -$293K | 0.3% | 44 |
|
|
2025
Q1 | $979K | Hold |
16,785
| – | – | 0.41% | 35 |
|
|
2024
Q4 | $1.05M | Sell |
16,785
-200
| -1% | -$12.5K | 0.44% | 37 |
|
|
2024
Q3 | $1.06M | Sell |
16,985
-145
| -0.8% | -$9.04K | 0.46% | 35 |
|
|
2024
Q2 | $1M | Sell |
17,130
-45
| -0.3% | -$2.63K | 0.5% | 34 |
|
|
2024
Q1 | $1.04M | Sell |
17,175
-3,950
| -19% | -$240K | 0.56% | 31 |
|
|
2023
Q4 | $1.17M | Sell |
21,125
-450
| -2% | -$24.9K | 0.85% | 29 |
|
|
2023
Q3 | $1.08M | Buy |
21,575
+175
| +0.8% | +$8.73K | 0.98% | 27 |
|
|
2023
Q2 | $1.12M | Buy |
+21,400
| New | +$1.12M | 1.27% | 20 |
|