Maltin 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 | $737K | Buy |
11,879
+113
| +1% | +$7.01K | 0.33% | 65 |
|
|
2025
Q1 | $687K | Buy |
11,766
+623
| +6% | +$36.4K | 0.32% | 68 |
|
|
2024
Q4 | $694K | Buy |
11,143
+215
| +2% | +$13.4K | 0.34% | 67 |
|
|
2024
Q3 | $681K | Buy |
10,928
+338
| +3% | +$21.1K | 0.33% | 67 |
|
|
2024
Q2 | $620K | Sell |
10,590
-554
| -5% | -$32.4K | 0.33% | 66 |
|
|
2024
Q1 | $677K | Buy |
11,144
+934
| +9% | +$56.7K | 0.38% | 68 |
|
|
2023
Q4 | $566K | Sell |
10,210
-420
| -4% | -$23.3K | 0.36% | 68 |
|
|
2023
Q3 | $530K | Hold |
10,630
| – | – | 0.37% | 70 |
|
|
2023
Q2 | $556K | Buy |
10,630
+430
| +4% | +$22.5K | 0.39% | 65 |
|
|
2023
Q1 | $510K | Buy |
10,200
+260
| +3% | +$13K | 0.37% | 66 |
|
|
2022
Q4 | $481K | Sell |
9,940
-360
| -3% | -$17.4K | 0.35% | 68 |
|
|
2022
Q3 | $452K | Buy |
10,300
+55
| +0.5% | +$2.41K | 0.36% | 75 |
|
|
2022
Q2 | $464K | Buy |
10,245
+605
| +6% | +$27.4K | 0.34% | 79 |
|
|
2022
Q1 | $517K | Buy |
9,640
+110
| +1% | +$5.9K | 0.34% | 77 |
|
|
2021
Q4 | $540K | Sell |
9,530
-155
| -2% | -$8.78K | 0.32% | 75 |
|
|
2021
Q3 | $510K | Buy |
9,685
+30
| +0.3% | +$1.58K | 0.31% | 69 |
|
|
2021
Q2 | $519K | Buy |
9,655
+2,010
| +26% | +$108K | 0.32% | 68 |
|
|
2021
Q1 | $398K | Buy |
7,645
+705
| +10% | +$36.7K | 0.26% | 73 |
|
|
2020
Q4 | $319K | Buy |
6,940
+450
| +7% | +$20.7K | 0.22% | 72 |
|
|
2020
Q3 | $241K | Buy |
6,490
+80
| +1% | +$2.97K | 0.17% | 80 |
|
|
2020
Q2 | $228K | Buy |
+6,410
| New | +$228K | 0.17% | 74 |
|
|
2020
Q1 | – | Sell |
-10,335
| Closed | -$425K | – | 95 |
|
|
2019
Q4 | $425K | Buy |
+10,335
| New | +$425K | 0.27% | 50 |
|