King 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 | $23.9M | Buy |
385,633
+145
| +0% | +$8.99K | 3.24% | 8 |
|
|
2025
Q1 | $22.5M | Buy |
385,488
+4,221
| +1% | +$246K | 3.41% | 8 |
|
|
2024
Q4 | $23.8M | Buy |
381,267
+18,229
| +5% | +$1.14M | 3.47% | 7 |
|
|
2024
Q3 | $22.6M | Buy |
363,038
+3,245
| +0.9% | +$202K | 3.53% | 7 |
|
|
2024
Q2 | $21.1M | Sell |
359,793
-745
| -0.2% | -$43.6K | 3.51% | 8 |
|
|
2024
Q1 | $21.9M | Buy |
360,538
+9,243
| +3% | +$561K | 3.84% | 5 |
|
|
2023
Q4 | $19.5M | Sell |
351,295
-4,470
| -1% | -$248K | 3.76% | 6 |
|
|
2023
Q3 | $17.7M | Buy |
355,765
+4,415
| +1% | +$220K | 3.74% | 6 |
|
|
2023
Q2 | $18.4M | Buy |
351,350
+12,330
| +4% | +$645K | 3.71% | 6 |
|
|
2023
Q1 | $17M | Buy |
339,020
+7,160
| +2% | +$358K | 3.75% | 6 |
|
|
2022
Q4 | $16.1M | Sell |
331,860
-59,745
| -15% | -$2.89M | 3.84% | 5 |
|
|
2022
Q3 | $17.2M | Buy |
391,605
+6,855
| +2% | +$301K | 4.36% | 5 |
|
|
2022
Q2 | $17.4M | Sell |
384,750
-7,395
| -2% | -$335K | 4.17% | 5 |
|
|
2022
Q1 | $21M | Buy |
392,145
+9,585
| +3% | +$514K | 4.13% | 6 |
|
|
2021
Q4 | $21.7M | Buy |
382,560
+24,080
| +7% | +$1.36M | 4.02% | 6 |
|
|
2021
Q3 | $18.9M | Buy |
358,480
+13,500
| +4% | +$710K | 3.86% | 5 |
|
|
2021
Q2 | $18.5M | Buy |
344,980
+111,750
| +48% | +$6.01M | 3.79% | 5 |
|
|
2021
Q1 | $12.1M | Buy |
233,230
+194,860
| +508% | +$10.1M | 2.72% | 10 |
|
|
2020
Q4 | $1.76M | Buy |
38,370
+17,050
| +80% | +$784K | 0.41% | 42 |
|
|
2020
Q3 | $790K | Buy |
21,320
+140
| +0.7% | +$5.19K | 0.21% | 66 |
|
|
2020
Q2 | $753K | Buy |
21,180
+9,760
| +85% | +$347K | 0.22% | 64 |
|
|
2020
Q1 | $329K | Sell |
11,420
-270,050
| -96% | -$7.78M | 0.14% | 89 |
|
|
2019
Q4 | $11.6M | Buy |
281,470
+17,065
| +6% | +$702K | 3.07% | 8 |
|
|
2019
Q3 | $10.2M | Buy |
264,405
+23,100
| +10% | +$893K | 2.93% | 8 |
|
|
2019
Q2 | $9.38M | Buy |
241,305
+24,525
| +11% | +$953K | 2.8% | 10 |
|
|
2019
Q1 | $8.21M | Buy |
216,780
+45,640
| +27% | +$1.73M | 2.57% | 11 |
|
|
2018
Q4 | $5.68M | Buy |
171,140
+29,660
| +21% | +$985K | 2.06% | 14 |
|
|
2018
Q3 | $5.69M | Buy |
141,480
+13,315
| +10% | +$536K | 1.78% | 15 |
|
|
2018
Q2 | $4.99M | Buy |
128,165
+6,625
| +5% | +$258K | 1.71% | 16 |
|
|
2018
Q1 | $4.56M | Buy |
121,540
+2,745
| +2% | +$103K | 1.62% | 17 |
|
|
2017
Q4 | $4.51M | Buy |
118,795
+4,195
| +4% | +$159K | 1.59% | 19 |
|
|
2017
Q3 | $4.1M | Sell |
114,600
-195
| -0.2% | -$6.98K | 1.52% | 19 |
|
|
2017
Q2 | $3.99M | Buy |
114,795
+4,825
| +4% | +$168K | 1.59% | 17 |
|
|
2017
Q1 | $3.77M | Buy |
109,970
+22,175
| +25% | +$759K | 1.57% | 17 |
|
|
2016
Q4 | $2.9M | Buy |
87,795
+17,045
| +24% | +$564K | 1.3% | 18 |
|
|
2016
Q3 | $2.19M | Buy |
70,750
+8,905
| +14% | +$276K | 1.09% | 20 |
|
|
2016
Q2 | $1.85M | Buy |
61,845
+3,265
| +6% | +$97.6K | 0.99% | 23 |
|
|
2016
Q1 | $1.69M | Buy |
58,580
+2,900
| +5% | +$83.6K | 0.91% | 25 |
|
|
2015
Q4 | $1.55M | Buy |
55,680
+9,890
| +22% | +$275K | 0.86% | 29 |
|
|
2015
Q3 | $1.25M | Buy |
45,790
+21,860
| +91% | +$597K | 0.77% | 31 |
|
|
2015
Q2 | $718K | Buy |
+23,930
| New | +$718K | 0.39% | 51 |
|