Johnson & White 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 | $1.17M | Buy |
18,893
+462
| +3% | +$28.7K | 0.59% | 39 |
|
|
2025
Q1 | $1.08M | Buy |
18,431
+180
| +1% | +$10.5K | 0.6% | 38 |
|
|
2024
Q4 | $1.13M | Buy |
+18,251
| New | +$1.13M | 0.69% | 34 |
|
|
2024
Q2 | – | Sell |
-17,281
| Closed | -$1.05M | – | 65 |
|
|
2024
Q1 | $1.05M | Buy |
17,281
+2,041
| +13% | +$124K | 0.76% | 35 |
|
|
2023
Q4 | $845K | Buy |
15,240
+1,185
| +8% | +$65.7K | 0.7% | 36 |
|
|
2023
Q3 | $701K | Buy |
+14,055
| New | +$701K | 0.63% | 41 |
|
|
2023
Q2 | – | Sell |
-12,230
| Closed | -$612K | – | 51 |
|
|
2023
Q1 | $612K | Sell |
12,230
-117,320
| -91% | -$5.87M | 0.55% | 46 |
|
|
2022
Q4 | $2.14M | Buy |
129,550
+117,130
| +943% | +$1.93M | 2.15% | 13 |
|
|
2022
Q3 | $545K | Buy |
+12,420
| New | +$545K | 0.61% | 38 |
|