Kaydan 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 | $5.09M | Buy |
82,043
+13,343
| +19% | +$828K | 1.67% | 12 |
|
|
2025
Q1 | $4.01M | Buy |
68,700
+3,675
| +6% | +$214K | 1.29% | 14 |
|
|
2024
Q4 | $4.05M | Buy |
65,025
+5,525
| +9% | +$344K | 1.35% | 13 |
|
|
2024
Q3 | $3.71M | Buy |
59,500
+1,211
| +2% | +$75.5K | 1.09% | 14 |
|
|
2024
Q2 | $3.41M | Buy |
58,289
+4,093
| +8% | +$240K | 1.21% | 15 |
|
|
2024
Q1 | $3.29M | Buy |
54,196
+7,246
| +15% | +$440K | 1.12% | 16 |
|
|
2023
Q4 | $2.6M | Sell |
46,950
-139,115
| -75% | -$7.71M | 1.06% | 17 |
|
|
2023
Q3 | $9.28M | Buy |
186,065
+143,135
| +333% | +$7.14M | 3.7% | 10 |
|
|
2023
Q2 | $2.25M | Buy |
42,930
+3,930
| +10% | +$206K | 0.94% | 15 |
|
|
2023
Q1 | $1.95M | Buy |
39,000
+2,410
| +7% | +$121K | 0.8% | 15 |
|
|
2022
Q4 | $1.77M | Buy |
36,590
+575
| +2% | +$27.8K | 0.71% | 16 |
|
|
2022
Q3 | $1.58M | Buy |
36,015
+8,390
| +30% | +$368K | 0.87% | 15 |
|
|
2022
Q2 | $1.25M | Sell |
27,625
-830
| -3% | -$37.6K | 0.7% | 22 |
|
|
2022
Q1 | $1.53M | Buy |
28,455
+3,575
| +14% | +$192K | 0.67% | 26 |
|
|
2021
Q4 | $1.41M | Buy |
+24,880
| New | +$1.41M | 0.53% | 29 |
|