Keener Financial Planning’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 | $51K | Buy |
830
+95
| +13% | +$5.84K | 0.03% | 105 |
|
|
2025
Q1 | $42K | Hold |
735
| – | – | 0.03% | 86 |
|
|
2024
Q4 | $45K | Buy |
735
+275
| +60% | +$16.8K | 0.03% | 96 |
|
|
2024
Q3 | $28K | Hold |
460
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $26K | Hold |
460
| – | – | 0.02% | 107 |
|
|
2024
Q1 | $28K | Hold |
460
| – | – | 0.02% | 111 |
|
|
2023
Q4 | $25K | Buy |
+460
| New | +$25K | 0.02% | 117 |
|