Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $288K | Sell |
5,770
-30
| -0.5% | -$1.5K | 0.06% | 135 |
|
|
2023
Q2 | $303K | Sell |
5,800
-400
| -6% | -$20.9K | 0.06% | 135 |
|
|
2023
Q1 | $310K | Hold |
6,200
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $300K | Sell |
6,200
-5
| -0.1% | -$242 | 0.07% | 131 |
|
|
2022
Q3 | $272K | Buy |
6,205
+535
| +9% | +$23.5K | 0.07% | 138 |
|
|
2022
Q2 | $257K | Hold |
5,670
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $304K | Buy |
5,670
+200
| +4% | +$10.7K | 0.06% | 136 |
|
|
2021
Q4 | $310K | Sell |
5,470
-275
| -5% | -$15.6K | 0.06% | 132 |
|
|
2021
Q3 | $302K | Buy |
5,745
+1,965
| +52% | +$103K | 0.07% | 131 |
|
|
2021
Q2 | $203K | Buy |
+3,780
| New | +$203K | 0.04% | 141 |
|