Madison Wealth Partners’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 | $11.8M | Buy |
190,126
+338
| +0.2% | +$21K | 2.57% | 10 |
|
|
2025
Q1 | $11.1M | Buy |
189,788
+2,760
| +1% | +$161K | 2.73% | 10 |
|
|
2024
Q4 | $11.7M | Buy |
187,028
+1,557
| +0.8% | +$97K | 3.26% | 6 |
|
|
2024
Q3 | $11.6M | Buy |
185,471
+2,417
| +1% | +$151K | 3.42% | 6 |
|
|
2024
Q2 | $10.7M | Sell |
183,054
-15
| -0% | -$878 | 3.67% | 6 |
|
|
2024
Q1 | $11.1M | Buy |
183,069
+454
| +0.2% | +$27.6K | 4.02% | 6 |
|
|
2023
Q4 | $10.1M | Sell |
182,615
-7,240
| -4% | -$401K | 4.01% | 6 |
|
|
2023
Q3 | $9.47M | Buy |
189,855
+90
| +0% | +$4.49K | 4.79% | 6 |
|
|
2023
Q2 | $9.92M | Buy |
189,765
+3,745
| +2% | +$196K | 4.64% | 7 |
|
|
2023
Q1 | $9.31M | Sell |
186,020
-2,545
| -1% | -$127K | 4.69% | 7 |
|
|
2022
Q4 | $9.12M | Sell |
188,565
-9,020
| -5% | -$436K | 5.32% | 6 |
|
|
2022
Q3 | $8.66M | Buy |
197,585
+5,720
| +3% | +$251K | 5.67% | 6 |
|
|
2022
Q2 | $8.68M | Buy |
191,865
+9,545
| +5% | +$432K | 5.51% | 6 |
|
|
2022
Q1 | $9.79M | Buy |
182,320
+2,465
| +1% | +$132K | 5.47% | 6 |
|
|
2021
Q4 | $10.2M | Buy |
179,855
+10,660
| +6% | +$604K | 5.12% | 7 |
|
|
2021
Q3 | $8.9M | Buy |
169,195
+3,630
| +2% | +$191K | 5.02% | 6 |
|
|
2021
Q2 | $8.9M | Buy |
165,565
+9,615
| +6% | +$517K | 5.09% | 6 |
|
|
2021
Q1 | $7.17M | Sell |
155,950
-580
| -0.4% | -$26.7K | 5.04% | 4 |
|
|
2020
Q4 | $7.2M | Buy |
+156,530
| New | +$7.2M | 4.83% | 5 |
|