McNaughton 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 | $347K | Hold |
5,600
| – | – | 0.15% | 64 |
|
|
2025
Q1 | $327K | Hold |
5,600
| – | – | 0.16% | 65 |
|
|
2024
Q4 | $349K | Hold |
5,600
| – | – | 0.17% | 50 |
|
|
2024
Q3 | $349K | Hold |
5,600
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $328K | Hold |
5,600
| – | – | 0.17% | 49 |
|
|
2024
Q1 | $340K | Hold |
5,600
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $310K | Hold |
5,600
| – | – | 0.18% | 49 |
|
|
2023
Q3 | $279K | Hold |
5,600
| – | – | 0.19% | 49 |
|
|
2023
Q2 | $293K | Hold |
5,600
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $280K | Hold |
5,600
| – | – | 0.19% | 49 |
|
|
2022
Q4 | $271K | Hold |
5,600
| – | – | 0.19% | 50 |
|
|
2022
Q3 | $246K | Hold |
5,600
| – | – | 0.18% | 49 |
|
|
2022
Q2 | $253K | Hold |
5,600
| – | – | 0.18% | 49 |
|
|
2022
Q1 | $301K | Sell |
5,600
-425
| -7% | -$22.8K | 0.2% | 43 |
|
|
2021
Q4 | $335K | Hold |
6,025
| – | – | 0.22% | 44 |
|
|
2021
Q3 | $317K | Hold |
6,025
| – | – | 0.22% | 41 |
|
|
2021
Q2 | $324K | Hold |
6,025
| – | – | 0.23% | 40 |
|
|
2021
Q1 | $314K | Hold |
6,025
| – | – | 0.24% | 37 |
|
|
2020
Q4 | $277K | Hold |
6,025
| – | – | 0.22% | 39 |
|
|
2020
Q3 | $223K | Sell |
6,025
-575
| -9% | -$21.3K | 0.2% | 43 |
|
|
2020
Q2 | $235K | Sell |
6,600
-425
| -6% | -$15.1K | 0.22% | 44 |
|
|
2020
Q1 | $202K | Sell |
7,025
-360
| -5% | -$10.4K | 0.22% | 45 |
|
|
2019
Q4 | $304K | Buy |
+7,385
| New | +$304K | 0.28% | 41 |
|