Montz Harcus 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 | $420K | Buy |
6,773
+682
| +11% | +$42.3K | 0.2% | 44 |
|
|
2025
Q1 | $355K | Buy |
6,091
+15
| +0.2% | +$875 | 0.19% | 47 |
|
|
2024
Q4 | $379K | Buy |
6,076
+22
| +0.4% | +$1.37K | 0.21% | 46 |
|
|
2024
Q3 | $377K | Buy |
6,054
+21
| +0.3% | +$1.31K | 0.22% | 45 |
|
|
2024
Q2 | $353K | Buy |
6,033
+1,470
| +32% | +$86K | 0.23% | 42 |
|
|
2024
Q1 | $277K | Buy |
4,563
+8
| +0.2% | +$486 | 0.19% | 49 |
|
|
2023
Q4 | $252K | Buy |
4,555
+35
| +0.8% | +$1.94K | 0.19% | 45 |
|
|
2023
Q3 | $225K | Hold |
4,520
| – | – | 0.19% | 47 |
|
|
2023
Q2 | $236K | Buy |
4,520
+10
| +0.2% | +$523 | 0.2% | 48 |
|
|
2023
Q1 | $226K | Buy |
4,510
+15
| +0.3% | +$750 | 0.21% | 48 |
|
|
2022
Q4 | $217K | Buy |
+4,495
| New | +$217K | 0.22% | 49 |
|
|
2022
Q1 | – | Sell |
-3,740
| Closed | -$212K | – | 54 |
|
|
2021
Q4 | $212K | Buy |
+3,740
| New | +$212K | 0.19% | 53 |
|