LJI 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 | $282K | Buy |
4,551
+249
| +6% | +$15.4K | 0.05% | 150 |
|
|
2025
Q1 | $251K | Sell |
4,302
-762
| -15% | -$44.5K | 0.05% | 153 |
|
|
2024
Q4 | $316K | Buy |
5,064
+882
| +21% | +$55K | 0.06% | 128 |
|
|
2024
Q3 | $261K | Buy |
4,182
+9
| +0.2% | +$561 | 0.05% | 162 |
|
|
2024
Q2 | $244K | Sell |
4,173
-233
| -5% | -$13.6K | 0.05% | 158 |
|
|
2024
Q1 | $268K | Buy |
+4,406
| New | +$268K | 0.07% | 123 |
|