Melone Private Wealth’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 | $566K | Buy |
9,124
+9
| +0.1% | +$558 | 0.29% | 39 |
|
|
2025
Q1 | $532K | Sell |
9,115
-538
| -6% | -$31.4K | 0.28% | 41 |
|
|
2024
Q4 | $601K | Buy |
9,653
+12
| +0.1% | +$748 | 0.31% | 39 |
|
|
2024
Q3 | $601K | Sell |
9,641
-150
| -2% | -$9.35K | 0.32% | 38 |
|
|
2024
Q2 | $573K | Sell |
9,791
-282
| -3% | -$16.5K | 0.34% | 37 |
|
|
2024
Q1 | $612K | Sell |
10,073
-252
| -2% | -$15.3K | 0.37% | 36 |
|
|
2023
Q4 | $572K | Sell |
10,325
-3,295
| -24% | -$183K | 0.36% | 35 |
|
|
2023
Q3 | $679K | Hold |
13,620
| – | – | 0.49% | 33 |
|
|
2023
Q2 | $712K | Buy |
13,620
+45
| +0.3% | +$2.35K | 0.5% | 33 |
|
|
2023
Q1 | $663K | Buy |
13,575
+15
| +0.1% | +$732 | 0.51% | 33 |
|
|
2022
Q4 | $656K | Sell |
13,560
-1,125
| -8% | -$54.4K | 0.56% | 34 |
|
|
2022
Q3 | $680K | Buy |
14,685
+150
| +1% | +$6.95K | 0.59% | 36 |
|
|
2022
Q2 | $673K | Buy |
14,535
+55
| +0.4% | +$2.55K | 0.57% | 36 |
|
|
2022
Q1 | $742K | Sell |
14,480
-1,295
| -8% | -$66.4K | 0.61% | 39 |
|
|
2021
Q4 | $893K | Buy |
+15,775
| New | +$893K | 0.67% | 38 |
|