MGO 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 | $417K | Sell |
6,726
-69
| -1% | -$4.28K | 0.27% | 46 |
|
|
2025
Q1 | $396K | Hold |
6,795
| – | – | 0.28% | 43 |
|
|
2024
Q4 | $423K | Sell |
6,795
-159
| -2% | -$9.91K | 0.3% | 44 |
|
|
2024
Q3 | $433K | Buy |
6,954
+441
| +7% | +$27.5K | 0.31% | 40 |
|
|
2024
Q2 | $381K | Sell |
6,513
-40
| -0.6% | -$2.34K | 0.24% | 55 |
|
|
2024
Q1 | $398K | Sell |
6,553
-117
| -2% | -$7.11K | 0.25% | 55 |
|
|
2023
Q4 | $370K | Sell |
6,670
-395
| -6% | -$21.9K | 0.25% | 51 |
|
|
2023
Q3 | $352K | Sell |
7,065
-7,040
| -50% | -$351K | 0.26% | 49 |
|
|
2023
Q2 | $738K | Sell |
14,105
-860
| -6% | -$45K | 0.56% | 37 |
|
|
2023
Q1 | $749K | Sell |
14,965
-63,965
| -81% | -$3.2M | 0.59% | 39 |
|
|
2022
Q4 | $3.82M | Buy |
78,930
+22,835
| +41% | +$1.1M | 1.74% | 18 |
|
|
2022
Q3 | $2.46M | Buy |
+56,095
| New | +$2.46M | 1.17% | 22 |
|