LPWM LLC’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 | $886K | Buy |
14,279
+3,600
| +34% | +$223K | 0.26% | 40 |
|
|
2025
Q1 | $623K | Buy |
10,679
+7,000
| +190% | +$408K | 0.2% | 46 |
|
|
2024
Q4 | $229K | Hold |
3,679
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $227K | Buy |
3,679
+159
| +5% | +$9.81K | 0.07% | 72 |
|
|
2024
Q2 | $204K | Buy |
+3,520
| New | +$204K | 0.07% | 76 |
|