Keystone Wealth Services’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 | $737K | Buy |
11,882
+141
| +1% | +$8.75K | 0.18% | 127 |
|
|
2025
Q1 | $685K | Sell |
11,741
-69
| -0.6% | -$4.03K | 0.19% | 121 |
|
|
2024
Q4 | $736K | Buy |
11,810
+1,093
| +10% | +$68.1K | 0.19% | 113 |
|
|
2024
Q3 | $668K | Buy |
10,717
+6
| +0.1% | +$374 | 0.18% | 116 |
|
|
2024
Q2 | $627K | Hold |
10,711
| – | – | 0.2% | 114 |
|
|
2024
Q1 | $651K | Sell |
10,711
-659
| -6% | -$40K | 0.21% | 106 |
|
|
2023
Q4 | $630K | Sell |
11,370
-8,130
| -42% | -$451K | 0.22% | 100 |
|
|
2023
Q3 | $972K | Buy |
19,500
+9,015
| +86% | +$450K | 0.37% | 68 |
|
|
2023
Q2 | $548K | Buy |
10,485
+5
| +0% | +$261 | 0.2% | 108 |
|
|
2023
Q1 | $524K | Hold |
10,480
| – | – | 0.21% | 108 |
|
|
2022
Q4 | $507K | Buy |
10,480
+255
| +2% | +$12.3K | 0.22% | 103 |
|
|
2022
Q3 | $448K | Sell |
10,225
-65
| -0.6% | -$2.85K | 0.21% | 93 |
|
|
2022
Q2 | $466K | Sell |
10,290
-545
| -5% | -$24.7K | 0.21% | 97 |
|
|
2022
Q1 | $581K | Hold |
10,835
| – | – | 0.23% | 91 |
|
|
2021
Q4 | $613K | Buy |
+10,835
| New | +$613K | 0.25% | 84 |
|