Luminvest 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 | $758K | Hold |
11,914
| – | – | 0.27% | 23 |
|
|
2025
Q1 | $695K | Hold |
11,914
| – | – | 0.29% | 19 |
|
|
2024
Q4 | $742K | Hold |
11,914
| – | – | 0.3% | 20 |
|
|
2024
Q3 | $761K | Hold |
11,914
| – | – | 0.32% | 20 |
|
|
2024
Q2 | $703K | Hold |
11,914
| – | – | 0.33% | 19 |
|
|
2024
Q1 | $735K | Sell |
11,914
-47,656
| -80% | -$2.94M | 0.46% | 13 |
|
|
2023
Q4 | $744K | Buy |
+59,570
| New | +$744K | 0.49% | 14 |
|