Moneywise Inc’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 | $1.4M | Sell |
22,597
-56,164
| -71% | -$3.48M | 0.66% | 33 |
|
|
2025
Q1 | $4.6M | Sell |
78,761
-85,693
| -52% | -$5M | 2.43% | 11 |
|
|
2024
Q4 | $10.2M | Buy |
164,454
+137,081
| +501% | +$8.54M | 5.14% | 7 |
|
|
2024
Q3 | $1.71M | Sell |
27,373
-26,648
| -49% | -$1.66M | 0.84% | 26 |
|
|
2024
Q2 | $3.16M | Buy |
54,021
+25,878
| +92% | +$1.51M | 1.67% | 18 |
|
|
2024
Q1 | $1.71M | Sell |
28,143
-1,242
| -4% | -$75.4K | 0.93% | 26 |
|
|
2023
Q4 | $1.63M | Sell |
29,385
-440
| -1% | -$24.4K | 0.94% | 17 |
|
|
2023
Q3 | $1.49M | Sell |
29,825
-945
| -3% | -$47.1K | 0.93% | 18 |
|
|
2023
Q2 | $1.61M | Sell |
30,770
-1,185
| -4% | -$62K | 1% | 18 |
|
|
2023
Q1 | $1.6M | Buy |
31,955
+4,400
| +16% | +$220K | 1.03% | 19 |
|
|
2022
Q4 | $1.33M | Sell |
27,555
-4,075
| -13% | -$197K | 1% | 19 |
|
|
2022
Q3 | $1.39M | Sell |
31,630
-44,450
| -58% | -$1.95M | 1.13% | 18 |
|
|
2022
Q2 | $3.44M | Sell |
76,080
-4,085
| -5% | -$185K | 2.68% | 9 |
|
|
2022
Q1 | $4.3M | Sell |
80,165
-3,415
| -4% | -$183K | 2.83% | 9 |
|
|
2021
Q4 | $4.73M | Sell |
83,580
-14,125
| -14% | -$800K | 3.04% | 7 |
|
|
2021
Q3 | $5.14M | Sell |
97,705
-9,260
| -9% | -$487K | 3.35% | 6 |
|
|
2021
Q2 | $5.75M | Sell |
106,965
-14,240
| -12% | -$765K | 3.92% | 6 |
|
|
2021
Q1 | $6.31M | Sell |
121,205
-3,475
| -3% | -$181K | 4.26% | 5 |
|
|
2020
Q4 | $5.73M | Buy |
124,680
+1,120
| +0.9% | +$51.5K | 4.1% | 6 |
|
|
2020
Q3 | $4.58M | Buy |
123,560
+710
| +0.6% | +$26.3K | 3.64% | 7 |
|
|
2020
Q2 | $4.37M | Buy |
122,850
+13,160
| +12% | +$468K | 3.5% | 7 |
|
|
2020
Q1 | $3.16M | Buy |
109,690
+12,520
| +13% | +$360K | 2.78% | 16 |
|
|
2019
Q4 | $3.76M | Sell |
97,170
-4,555
| -4% | -$176K | 2.83% | 15 |
|
|
2019
Q3 | $3.93M | Buy |
101,725
+4,305
| +4% | +$166K | 3.17% | 12 |
|
|
2019
Q2 | $3.79M | Buy |
97,420
+2,060
| +2% | +$80K | 2.89% | 13 |
|
|
2019
Q1 | $3.58M | Buy |
95,360
+1,050
| +1% | +$39.4K | 3.06% | 13 |
|
|
2018
Q4 | $3.13M | Buy |
94,310
+675
| +0.7% | +$22.4K | 2.97% | 13 |
|
|
2018
Q3 | $3.77M | Sell |
93,635
-2,330
| -2% | -$93.8K | 3.19% | 12 |
|
|
2018
Q2 | $3.74M | Sell |
95,965
-2,340
| -2% | -$91.1K | 3.2% | 12 |
|
|
2018
Q1 | $3.69M | Sell |
98,305
-52,755
| -35% | -$1.98M | 3.06% | 13 |
|
|
2017
Q4 | $5.73M | Sell |
151,060
-4,820
| -3% | -$183K | 4.29% | 10 |
|
|
2017
Q3 | $5.58M | Buy |
155,880
+3,060
| +2% | +$109K | 4.41% | 10 |
|
|
2017
Q2 | $5.32M | Sell |
152,820
-2,560
| -2% | -$89.1K | 4.53% | 10 |
|
|
2017
Q1 | $5.32M | Sell |
155,380
-3,445
| -2% | -$118K | 4.82% | 9 |
|
|
2016
Q4 | $5.25M | Buy |
158,825
+2,135
| +1% | +$70.6K | 5.21% | 8 |
|
|
2016
Q3 | $4.85M | Buy |
+156,690
| New | +$4.85M | 5.13% | 9 |
|