Keebeck 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 | $360K | Sell |
5,805
-1,020
| -15% | -$63.3K | 0.05% | 252 |
|
|
2025
Q1 | $398K | Hold |
6,825
| – | – | 0.06% | 185 |
|
|
2024
Q4 | $425K | Sell |
6,825
-28
| -0.4% | -$1.75K | 0.06% | 179 |
|
|
2024
Q3 | $427K | Sell |
6,853
-32
| -0.5% | -$1.99K | 0.06% | 181 |
|
|
2024
Q2 | $403K | Sell |
6,885
-875
| -11% | -$51.2K | 0.06% | 191 |
|
|
2024
Q1 | $471K | Sell |
7,760
-55
| -0.7% | -$3.34K | 0.07% | 195 |
|
|
2023
Q4 | $433K | Sell |
7,815
-30,075
| -79% | -$1.67M | 0.07% | 192 |
|
|
2023
Q3 | $1.9M | Buy |
37,890
+33,095
| +690% | +$1.66M | 0.33% | 80 |
|
|
2023
Q2 | $251K | Buy |
4,795
+30
| +0.6% | +$1.57K | 0.03% | 240 |
|
|
2023
Q1 | $238K | Hold |
4,765
| – | – | 0.04% | 230 |
|
|
2022
Q4 | $231K | Hold |
4,765
| – | – | 0.04% | 219 |
|
|
2022
Q3 | $209K | Sell |
4,765
-120
| -2% | -$5.26K | 0.04% | 217 |
|
|
2022
Q2 | $221K | Buy |
+4,885
| New | +$221K | 0.04% | 216 |
|
|
2021
Q3 | – | Sell |
-25,370
| Closed | -$1.36M | – | 228 |
|
|
2021
Q2 | $1.36M | Buy |
+25,370
| New | +$1.36M | 0.2% | 96 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$2K | – | 266 |
|
|
2020
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 358 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$3K | – | 234 |
|
|
2019
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 321 |
|