Invictus 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 | $1.27M | Sell |
20,550
-914
| -4% | -$56.7K | 0.09% | 38 |
|
|
2025
Q1 | $1.25M | Sell |
21,464
-302
| -1% | -$17.6K | 0.1% | 35 |
|
|
2024
Q4 | $1.36M | Sell |
21,766
-7
| -0% | -$436 | 0.1% | 31 |
|
|
2024
Q3 | $1.36M | Sell |
21,773
-333
| -2% | -$20.8K | 0.11% | 33 |
|
|
2024
Q2 | $1.29M | Sell |
22,106
-252
| -1% | -$14.7K | 0.11% | 35 |
|
|
2024
Q1 | $1.36M | Sell |
22,358
-202
| -0.9% | -$12.3K | 0.12% | 33 |
|
|
2023
Q4 | $1.25M | Buy |
22,560
+630
| +3% | +$34.9K | 0.12% | 35 |
|
|
2023
Q3 | $1.09M | Sell |
21,930
-910
| -4% | -$45.4K | 0.12% | 37 |
|
|
2023
Q2 | $1.19M | Buy |
22,840
+4,970
| +28% | +$260K | 0.13% | 36 |
|
|
2023
Q1 | $894K | Sell |
17,870
-815
| -4% | -$40.8K | 0.11% | 40 |
|
|
2022
Q4 | $904K | Buy |
+18,685
| New | +$904K | 0.12% | 40 |
|