Modern 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 | $966K | Sell |
15,575
-83
| -0.5% | -$5.15K | 0.02% | 368 |
|
|
2025
Q1 | $914K | Buy |
15,658
+3,309
| +27% | +$193K | 0.03% | 315 |
|
|
2024
Q4 | $769K | Buy |
12,349
+3,180
| +35% | +$198K | 0.03% | 297 |
|
|
2024
Q3 | $571K | Buy |
9,169
+1,715
| +23% | +$107K | 0.04% | 238 |
|
|
2024
Q2 | $436K | Buy |
7,454
+1,482
| +25% | +$86.7K | 0.03% | 242 |
|
|
2024
Q1 | $363K | Buy |
5,972
+1,097
| +23% | +$66.6K | 0.03% | 214 |
|
|
2023
Q4 | $270K | Buy |
+4,875
| New | +$270K | 0.03% | 156 |
|