JPL 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 | $7.06M | Buy |
113,806
+2,294
| +2% | +$142K | 1.9% | 9 |
|
|
2025
Q1 | $6.51M | Buy |
111,512
+1,878
| +2% | +$110K | 1.86% | 11 |
|
|
2024
Q4 | $6.83M | Buy |
+109,634
| New | +$6.83M | 1.96% | 9 |
|
|
2024
Q2 | $4.41M | Buy |
75,405
+16,434
| +28% | +$962K | 2.16% | 7 |
|
|
2024
Q1 | $3.58M | Buy |
58,971
+13,386
| +29% | +$813K | 1.98% | 6 |
|
|
2023
Q4 | $2.53M | Buy |
+45,585
| New | +$2.53M | 1.82% | 11 |
|