Landmark Wealth Management (New York)’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 | $5.7M | Buy |
91,874
+593
| +0.6% | +$36.8K | 2.43% | 13 |
|
|
2025
Q1 | $5.33M | Buy |
91,281
+25,646
| +39% | +$1.5M | 2.35% | 15 |
|
|
2024
Q4 | $4.09M | Sell |
65,635
-2,442
| -4% | -$152K | 1.81% | 17 |
|
|
2024
Q3 | $4.24M | Buy |
+68,077
| New | +$4.24M | 1.85% | 17 |
|
|
2024
Q2 | – | Sell |
-67,629
| Closed | -$4.11M | – | 55 |
|
|
2024
Q1 | $4.11M | Sell |
67,629
-3,151
| -4% | -$191K | 1.9% | 14 |
|
|
2023
Q4 | $3.92M | Buy |
70,780
+4,790
| +7% | +$265K | 1.93% | 14 |
|
|
2023
Q3 | $3.29M | Buy |
+65,990
| New | +$3.29M | 1.87% | 13 |
|
|
2023
Q2 | – | Sell |
-66,305
| Closed | -$3.32M | – | 49 |
|
|
2023
Q1 | $3.32M | Buy |
66,305
+14,775
| +29% | +$739K | 1.85% | 15 |
|
|
2022
Q4 | $2.49M | Sell |
51,530
-1,320
| -2% | -$63.9K | 1.8% | 16 |
|
|
2022
Q3 | $2.32M | Buy |
+52,850
| New | +$2.32M | 1.76% | 16 |
|
|
2022
Q2 | – | Sell |
-128,120
| Closed | -$3.45M | – | 102 |
|
|
2022
Q1 | $3.45M | Buy |
128,120
+64,185
| +100% | +$1.73M | 1.81% | 13 |
|
|
2021
Q4 | $4K | Buy |
+63,935
| New | +$4K | 2.34% | 11 |
|