Lakeridge 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 | $989K | Buy |
15,945
+399
| +3% | +$24.7K | 0.45% | 38 |
|
|
2025
Q1 | $907K | Buy |
15,546
+1,075
| +7% | +$62.7K | 0.45% | 42 |
|
|
2024
Q4 | $902K | Buy |
14,471
+951
| +7% | +$59.3K | 0.47% | 39 |
|
|
2024
Q3 | $843K | Buy |
13,520
+44
| +0.3% | +$2.74K | 0.46% | 40 |
|
|
2024
Q2 | $789K | Buy |
13,476
+889
| +7% | +$52K | 0.47% | 40 |
|
|
2024
Q1 | $765K | Buy |
12,587
+727
| +6% | +$44.2K | 0.5% | 40 |
|
|
2023
Q4 | $657K | Buy |
+11,860
| New | +$657K | 0.48% | 41 |
|