Ironwood Wealth Management (Arizona)’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 | $12M | Sell |
192,927
-37,770
| -16% | -$2.34M | 4.37% | 7 |
|
|
2025
Q1 | $13.5M | Buy |
230,697
+7,732
| +3% | +$451K | 4.13% | 7 |
|
|
2024
Q4 | $13.9M | Buy |
222,965
+2,068
| +0.9% | +$129K | 4.31% | 7 |
|
|
2024
Q3 | $13.8M | Buy |
220,897
+6,161
| +3% | +$384K | 4.14% | 7 |
|
|
2024
Q2 | $12.6M | Sell |
214,736
-13,340
| -6% | -$781K | 4.1% | 7 |
|
|
2024
Q1 | $13.9M | Sell |
228,076
-7,169
| -3% | -$435K | 4.49% | 7 |
|
|
2023
Q4 | $13M | Buy |
235,245
+4,770
| +2% | +$264K | 4.35% | 7 |
|
|
2023
Q3 | $11.3M | Sell |
230,475
-17,340
| -7% | -$853K | 4.63% | 7 |
|
|
2023
Q2 | $13M | Buy |
247,815
+18,040
| +8% | +$943K | 4.82% | 6 |
|
|
2023
Q1 | $11.5M | Buy |
229,775
+2,670
| +1% | +$134K | 4.54% | 6 |
|
|
2022
Q4 | $11M | Sell |
227,105
-1,715
| -0.7% | -$83K | 4.59% | 6 |
|
|
2022
Q3 | $10.4M | Hold |
228,820
| – | – | 4.63% | 8 |
|
|
2022
Q2 | $10.4M | Buy |
228,820
+33,820
| +17% | +$1.53M | 4.63% | 8 |
|
|
2022
Q1 | $10.5M | Sell |
195,000
-28,870
| -13% | -$1.55M | 4.3% | 7 |
|
|
2021
Q4 | $12.7M | Buy |
223,870
+1,475
| +0.7% | +$83.5K | 5.53% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
222,395
+34,775
| +19% | +$1.83M | 5.51% | 6 |
|
|
2021
Q2 | $10.1M | Sell |
187,620
-63,160
| -25% | -$3.4M | 5.82% | 6 |
|
|
2021
Q1 | $13.1M | Sell |
250,780
-34,540
| -12% | -$1.8M | 8.37% | 5 |
|
|
2020
Q4 | $13.1M | Buy |
285,320
+14,160
| +5% | +$651K | 8.15% | 6 |
|
|
2020
Q3 | $9.64M | Hold |
271,160
| – | – | 7.15% | 6 |
|
|
2020
Q2 | $9.64M | Buy |
271,160
+12,295
| +5% | +$437K | 7.15% | 6 |
|
|
2020
Q1 | $7.45M | Buy |
258,865
+31,260
| +14% | +$899K | 6.24% | 6 |
|
|
2019
Q4 | $9.37M | Buy |
227,605
+13,480
| +6% | +$555K | 6.54% | 7 |
|
|
2019
Q3 | $8.28M | Buy |
214,125
+117,085
| +121% | +$4.52M | 6.17% | 6 |
|
|
2019
Q2 | $3.77M | Buy |
97,040
+7,230
| +8% | +$281K | 2.89% | 12 |
|
|
2019
Q1 | $3.4M | Buy |
89,810
+2,575
| +3% | +$97.5K | 2.9% | 12 |
|
|
2018
Q4 | $2.9M | Buy |
87,235
+18,140
| +26% | +$602K | 2.79% | 12 |
|
|
2018
Q3 | $2.78M | Buy |
69,095
+2,260
| +3% | +$91K | 2.46% | 12 |
|
|
2018
Q2 | $2.6M | Buy |
+66,835
| New | +$2.6M | 2.44% | 12 |
|
|
2017
Q3 | $2.01M | Buy |
+56,225
| New | +$2.01M | 1.88% | 13 |
|