Liberty 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 | $231K | Sell |
3,717
-126
| -3% | -$7.82K | 0.04% | 205 |
|
|
2025
Q1 | $224K | Sell |
3,843
-79
| -2% | -$4.61K | 0.04% | 143 |
|
|
2024
Q4 | $244K | Buy |
3,922
+103
| +3% | +$6.42K | 0.04% | 177 |
|
|
2024
Q3 | $238K | Buy |
3,819
+12
| +0.3% | +$748 | 0.04% | 187 |
|
|
2024
Q2 | $223K | Sell |
3,807
-182
| -5% | -$10.7K | 0.04% | 183 |
|
|
2024
Q1 | $242K | Buy |
+3,989
| New | +$242K | 0.05% | 161 |
|
|
2023
Q4 | – | Sell |
-40,345
| Closed | -$2.01M | – | 181 |
|
|
2023
Q3 | $2.01M | Buy |
+40,345
| New | +$2.01M | 0.5% | 42 |
|
|
2021
Q4 | – | Sell |
-3,690
| Closed | -$194K | – | 607 |
|
|
2021
Q3 | $194K | Buy |
3,690
+10
| +0.3% | +$526 | 0.07% | 171 |
|
|
2021
Q2 | $198K | Buy |
3,680
+580
| +19% | +$31.2K | 0.08% | 136 |
|
|
2021
Q1 | $147K | Hold |
3,100
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $147K | Sell |
3,100
-1,460
| -32% | -$69.2K | 0.07% | 135 |
|
|
2020
Q3 | $169K | Buy |
4,560
+60
| +1% | +$2.22K | 0.1% | 107 |
|
|
2020
Q2 | $160K | Buy |
4,500
+325
| +8% | +$11.6K | 0.11% | 106 |
|
|
2020
Q1 | $120K | Sell |
4,175
-10,880
| -72% | -$313K | 0.1% | 123 |
|
|
2019
Q4 | $620K | Buy |
15,055
+5,555
| +58% | +$229K | 0.49% | 38 |
|
|
2019
Q3 | $367K | Sell |
9,500
-135
| -1% | -$5.22K | 0.35% | 54 |
|
|
2019
Q2 | $374K | Buy |
9,635
+1,430
| +17% | +$55.5K | 0.33% | 64 |
|
|
2019
Q1 | $310K | Sell |
8,205
-2,420
| -23% | -$91.4K | 0.23% | 67 |
|
|
2018
Q4 | $352K | Buy |
+10,625
| New | +$352K | 0.26% | 51 |
|