Kerntke Otto McGlone Wealth Management Group’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 | $2.08M | Sell |
33,530
-9,348
| -22% | -$580K | 1.65% | 13 |
|
|
2025
Q1 | $2.5M | Sell |
42,878
-97,238
| -69% | -$5.67M | 2.18% | 12 |
|
|
2024
Q4 | $8.73M | Buy |
140,116
+5,929
| +4% | +$369K | 6.45% | 3 |
|
|
2024
Q3 | $8.36M | Buy |
134,187
+6,172
| +5% | +$385K | 6.97% | 3 |
|
|
2024
Q2 | $7.49M | Buy |
128,015
+12,557
| +11% | +$735K | 7% | 3 |
|
|
2024
Q1 | $7.01M | Sell |
115,458
-34,367
| -23% | -$2.09M | 6.9% | 3 |
|
|
2023
Q4 | $8.3M | Buy |
149,825
+2,325
| +2% | +$129K | 8.29% | 3 |
|
|
2023
Q3 | $7.36M | Buy |
147,500
+3,345
| +2% | +$167K | 7.58% | 4 |
|
|
2023
Q2 | $7.54M | Buy |
144,155
+4,395
| +3% | +$230K | 7.38% | 3 |
|
|
2023
Q1 | $6.99M | Sell |
139,760
-7,525
| -5% | -$377K | 7.19% | 3 |
|
|
2022
Q4 | $7.13M | Buy |
147,285
+9,840
| +7% | +$476K | 8.19% | 2 |
|
|
2022
Q3 | $6.03M | Buy |
137,445
+2,270
| +2% | +$99.5K | 9.07% | 2 |
|
|
2022
Q2 | $6.12M | Buy |
135,175
+16,900
| +14% | +$765K | 9.12% | 2 |
|
|
2022
Q1 | $6.35M | Buy |
118,275
+22,835
| +24% | +$1.23M | 14.52% | 2 |
|
|
2021
Q4 | $5.4M | Buy |
95,440
+56,095
| +143% | +$3.18M | 6.58% | 4 |
|
|
2021
Q3 | $2.07M | Sell |
39,345
-79,235
| -67% | -$4.17M | 6.17% | 4 |
|
|
2021
Q2 | $6.37M | Sell |
118,580
-4,940
| -4% | -$265K | 2.54% | 11 |
|
|
2021
Q1 | $6.43M | Buy |
123,520
+4,430
| +4% | +$231K | 3.37% | 6 |
|
|
2020
Q4 | $5.47M | Buy |
119,090
+12,665
| +12% | +$582K | 3.23% | 7 |
|
|
2020
Q3 | $3.94M | Buy |
106,425
+7,765
| +8% | +$288K | 2.89% | 9 |
|
|
2020
Q2 | $3.51M | Sell |
98,660
-640
| -0.6% | -$22.8K | 3.2% | 10 |
|
|
2020
Q1 | $2.86M | Buy |
99,300
+3,210
| +3% | +$92.4K | 3.2% | 11 |
|
|
2019
Q4 | $3.96M | Buy |
+96,090
| New | +$3.96M | 3.34% | 7 |
|