Maripau 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,369
| Closed | -$431K | – | 88 |
|
|
2024
Q2 | $431K | Sell |
7,369
-1,942
| -21% | -$114K | 0.29% | 71 |
|
|
2024
Q1 | $566K | Sell |
9,311
-129
| -1% | -$7.84K | 0.42% | 55 |
|
|
2023
Q4 | $523K | Sell |
9,440
-10,530
| -53% | -$584K | 0.46% | 50 |
|
|
2023
Q3 | $996K | Buy |
19,970
+8,595
| +76% | +$429K | 0.92% | 26 |
|
|
2023
Q2 | $595K | Buy |
11,375
+970
| +9% | +$50.7K | 0.53% | 45 |
|
|
2023
Q1 | $520K | Buy |
10,405
+335
| +3% | +$16.8K | 0.54% | 42 |
|
|
2022
Q4 | $505K | Sell |
10,070
-820
| -8% | -$41.1K | 0.53% | 43 |
|
|
2022
Q3 | $528K | Buy |
10,890
+280
| +3% | +$13.6K | 0.57% | 45 |
|
|
2022
Q2 | $532K | Sell |
10,610
-1,050
| -9% | -$52.6K | 0.58% | 41 |
|
|
2022
Q1 | $607K | Sell |
11,660
-2,020
| -15% | -$105K | 0.55% | 43 |
|
|
2021
Q4 | $732K | Buy |
+13,680
| New | +$732K | 0.69% | 34 |
|