MKD Wealth Coaches’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 | $14.5M | Buy |
234,382
+12,916
| +6% | +$801K | 15.33% | 2 |
|
|
2025
Q1 | $12.9M | Buy |
221,466
+214,979
| +3,314% | +$12.5M | 14.62% | 2 |
|
|
2024
Q4 | $404K | Buy |
+6,487
| New | +$404K | 0.41% | 17 |
|
|
2020
Q4 | – | Sell |
-11,450
| Closed | -$424K | – | 30 |
|
|
2020
Q3 | $424K | Sell |
11,450
-85,880
| -88% | -$3.18M | 0.61% | 20 |
|
|
2020
Q2 | $3.46M | Sell |
97,330
-13,415
| -12% | -$477K | 4.37% | 10 |
|
|
2020
Q1 | $3.19M | Sell |
110,745
-4,225
| -4% | -$122K | 4.28% | 12 |
|
|
2019
Q4 | $4.73M | Sell |
114,970
-380
| -0.3% | -$15.6K | 4.03% | 9 |
|
|
2019
Q3 | $4.46M | Sell |
115,350
-22,700
| -16% | -$877K | 4.63% | 9 |
|
|
2019
Q2 | $4.35M | Buy |
138,050
+23,380
| +20% | +$737K | 3.88% | 10 |
|
|
2019
Q1 | $4.34M | Sell |
114,670
-68,135
| -37% | -$2.58M | 4.39% | 9 |
|
|
2018
Q4 | $6.07M | Buy |
+182,805
| New | +$6.07M | 7.19% | 2 |
|