LifeSteps Financial’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 | $4.12M | Buy |
66,465
+189
| +0.3% | +$11.7K | 2.83% | 7 |
|
|
2025
Q1 | $3.87M | Buy |
66,276
+169
| +0.3% | +$9.86K | 3.14% | 7 |
|
|
2024
Q4 | $4.12M | Sell |
66,107
-818
| -1% | -$51K | 3.16% | 6 |
|
|
2024
Q3 | $4.17M | Sell |
66,925
-711
| -1% | -$44.3K | 3.26% | 6 |
|
|
2024
Q2 | $3.96M | Sell |
67,636
-8,431
| -11% | -$493K | 3.27% | 6 |
|
|
2024
Q1 | $4.62M | Sell |
76,067
-2,598
| -3% | -$158K | 3.49% | 5 |
|
|
2023
Q4 | $4.36M | Sell |
78,665
-1,100
| -1% | -$61K | 3.87% | 5 |
|
|
2023
Q3 | $3.98M | Sell |
79,765
-805
| -1% | -$40.1K | 4.05% | 5 |
|
|
2023
Q2 | $4.21M | Sell |
80,570
-2,195
| -3% | -$115K | 4.17% | 6 |
|
|
2023
Q1 | $4.14M | Sell |
82,765
-3,560
| -4% | -$178K | 4.39% | 5 |
|
|
2022
Q4 | $4.18M | Sell |
86,325
-3,225
| -4% | -$156K | 4.35% | 6 |
|
|
2022
Q3 | $3.93M | Sell |
89,550
-6,875
| -7% | -$301K | 4.43% | 4 |
|
|
2022
Q2 | $4.36M | Sell |
96,425
-1,445
| -1% | -$65.4K | 4.55% | 4 |
|
|
2022
Q1 | $5.25M | Sell |
97,870
-5,200
| -5% | -$279K | 3.88% | 5 |
|
|
2021
Q4 | $5.84M | Sell |
103,070
-970
| -0.9% | -$54.9K | 4.13% | 5 |
|
|
2021
Q3 | $5.47M | Sell |
104,040
-655
| -0.6% | -$34.5K | 4.19% | 5 |
|
|
2021
Q2 | $5.63M | Buy |
104,695
+1,150
| +1% | +$61.8K | 4.32% | 5 |
|
|
2021
Q1 | $5.39M | Sell |
103,545
-2,180
| -2% | -$113K | 4.5% | 5 |
|
|
2020
Q4 | $4.86M | Sell |
105,725
-1,205
| -1% | -$55.4K | 4.46% | 5 |
|
|
2020
Q3 | $3.96M | Sell |
106,930
-55
| -0.1% | -$2.04K | 4.18% | 5 |
|
|
2020
Q2 | $3.81M | Sell |
106,985
-1,625
| -1% | -$57.8K | 4.39% | 5 |
|
|
2020
Q1 | $3.13M | Sell |
108,610
-2,945
| -3% | -$84.7K | 3.6% | 4 |
|
|
2019
Q4 | $4.59M | Buy |
+111,555
| New | +$4.59M | 4.33% | 4 |
|