Lakeshore 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 | $2.31M | Sell |
37,239
-215
| -0.6% | -$13.3K | 0.93% | 19 |
|
|
2025
Q1 | $2.19M | Sell |
37,454
-494
| -1% | -$28.8K | 0.91% | 16 |
|
|
2024
Q4 | $2.36M | Sell |
37,948
-161
| -0.4% | -$10K | 1.01% | 16 |
|
|
2024
Q3 | $2.37M | Hold |
38,109
| – | – | 1.05% | 15 |
|
|
2024
Q2 | $2.23M | Buy |
38,109
+219
| +0.6% | +$12.8K | 1.09% | 15 |
|
|
2024
Q1 | $2.3M | Sell |
37,890
-380
| -1% | -$23.1K | 1.16% | 15 |
|
|
2023
Q4 | $2.12M | Sell |
38,270
-7,625
| -17% | -$423K | 1.18% | 15 |
|
|
2023
Q3 | $2.29M | Buy |
+45,895
| New | +$2.29M | 1.3% | 14 |
|