Morton Brown Family 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 | $292K | Hold |
4,702
| – | – | 0.09% | 46 |
|
|
2025
Q1 | $274K | Sell |
4,702
-1,532
| -25% | -$89.4K | 0.09% | 45 |
|
|
2024
Q4 | $388K | Hold |
6,234
| – | – | 0.14% | 39 |
|
|
2024
Q3 | $389K | Hold |
6,234
| – | – | 0.14% | 40 |
|
|
2024
Q2 | $378K | Sell |
6,234
-2,256
| -27% | -$137K | 0.15% | 40 |
|
|
2024
Q1 | $516K | Sell |
8,490
-15
| -0.2% | -$911 | 0.21% | 33 |
|
|
2023
Q4 | $471K | Buy |
8,505
+90
| +1% | +$4.99K | 0.21% | 35 |
|
|
2023
Q3 | $420K | Hold |
8,415
| – | – | 0.21% | 35 |
|
|
2023
Q2 | $440K | Buy |
8,415
+35
| +0.4% | +$1.83K | 0.24% | 35 |
|
|
2023
Q1 | $419K | Buy |
8,380
+5,050
| +152% | +$253K | 0.25% | 37 |
|
|
2022
Q4 | $161K | Hold |
3,330
| – | – | 0.11% | 49 |
|
|
2022
Q3 | $146K | Hold |
3,330
| – | – | 0.12% | 41 |
|
|
2022
Q2 | $151K | Buy |
+3,330
| New | +$151K | 0.12% | 42 |
|