LongView 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 | $305K | Sell |
4,919
-536
| -10% | -$33.2K | 0.09% | 166 |
|
|
2025
Q1 | $318K | Sell |
5,455
-425
| -7% | -$24.8K | 0.1% | 160 |
|
|
2024
Q4 | $366K | Buy |
5,880
+1,360
| +30% | +$84.7K | 0.11% | 140 |
|
|
2024
Q3 | $282K | Buy |
4,520
+521
| +13% | +$32.5K | 0.09% | 166 |
|
|
2024
Q2 | $234K | Buy |
3,999
+2
| +0.1% | +$117 | 0.09% | 168 |
|
|
2024
Q1 | $243K | Buy |
3,997
+117
| +3% | +$7.11K | 0.1% | 157 |
|
|
2023
Q4 | $211K | Buy |
+3,880
| New | +$211K | 0.09% | 165 |
|