Market Street Wealth Management Advisors’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 | $236K | Sell |
3,810
-55
| -1% | -$3.41K | 0.04% | 95 |
|
|
2025
Q1 | $226K | Sell |
3,865
-489
| -11% | -$28.5K | 0.04% | 95 |
|
|
2024
Q4 | $271K | Sell |
4,354
-333
| -7% | -$20.7K | 0.05% | 88 |
|
|
2024
Q3 | $292K | Sell |
4,687
-623
| -12% | -$38.8K | 0.05% | 85 |
|
|
2024
Q2 | $311K | Sell |
5,310
-420
| -7% | -$24.6K | 0.05% | 81 |
|
|
2024
Q1 | $348K | Sell |
5,730
-2,215
| -28% | -$135K | 0.06% | 82 |
|
|
2023
Q4 | $440K | Sell |
7,945
-85,615
| -92% | -$4.75M | 0.09% | 78 |
|
|
2023
Q3 | $4.67M | Buy |
+93,560
| New | +$4.67M | 1.19% | 24 |
|