JFG 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 | $305K | Sell |
4,925
-5
| -0.1% | -$310 | 0.06% | 54 |
|
|
2025
Q1 | $288K | Sell |
4,930
-35
| -0.7% | -$2.04K | 0.07% | 69 |
|
|
2024
Q4 | $309K | Buy |
4,965
+35
| +0.7% | +$2.18K | 0.07% | 78 |
|
|
2024
Q3 | $307K | Hold |
4,930
| – | – | 0.08% | 60 |
|
|
2024
Q2 | $289K | Buy |
+4,930
| New | +$289K | 0.08% | 47 |
|
|
2023
Q1 | – | Sell |
-4,925
| Closed | -$238K | – | 32 |
|
|
2022
Q4 | $238K | Hold |
4,925
| – | – | 0.08% | 30 |
|
|
2022
Q3 | $215K | Hold |
4,925
| – | – | 0.07% | 39 |
|
|
2022
Q2 | $222K | Sell |
4,925
-100
| -2% | -$4.51K | 0.08% | 34 |
|
|
2022
Q1 | $270K | Buy |
+5,025
| New | +$270K | 0.08% | 30 |
|