Journey Strategic 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 | $24M | Sell |
386,674
-2,478
| -0.6% | -$154K | 0.78% | 9 |
|
|
2025
Q1 | $22.7M | Buy |
389,152
+74,100
| +24% | +$4.32M | 0.79% | 7 |
|
|
2024
Q4 | $19.6M | Buy |
315,052
+16,978
| +6% | +$1.06M | 0.73% | 9 |
|
|
2024
Q3 | $18.6M | Sell |
298,074
-430
| -0.1% | -$26.8K | 0.68% | 10 |
|
|
2024
Q2 | $17.5M | Sell |
298,504
-1,664
| -0.6% | -$97.4K | 0.74% | 9 |
|
|
2024
Q1 | $18.2M | Sell |
300,168
-493,057
| -62% | -$29.9M | 0.81% | 8 |
|
|
2023
Q4 | $44M | Sell |
793,225
-205,870
| -21% | -$11.4M | 2.07% | 5 |
|
|
2023
Q3 | $49.8M | Sell |
999,095
-940
| -0.1% | -$46.9K | 2.38% | 5 |
|
|
2023
Q2 | $52.3M | Sell |
1,000,035
-11,025
| -1% | -$577K | 2.37% | 5 |
|
|
2023
Q1 | $50.6M | Sell |
1,011,060
-1,510
| -0.1% | -$75.5K | 5.32% | 4 |
|
|
2022
Q4 | $49M | Buy |
1,012,570
+20,995
| +2% | +$1.02M | 5.76% | 4 |
|
|
2022
Q3 | $43.5M | Hold |
991,575
| – | – | 5.87% | 4 |
|
|
2022
Q2 | $44.9M | Buy |
+991,575
| New | +$44.9M | 6.01% | 5 |
|
|
2022
Q1 | – | Sell |
-991,590
| Closed | -$56.1M | – | 205 |
|
|
2021
Q4 | $56.1M | Buy |
+991,590
| New | +$56.1M | 5.84% | 4 |
|