Mosaic Family Wealth Partners’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 | $225K | Sell |
3,634
-999
| -22% | -$62K | 0.03% | 207 |
|
|
2025
Q1 | $270K | Buy |
4,633
+860
| +23% | +$50.2K | 0.04% | 181 |
|
|
2024
Q4 | $235K | Buy |
+3,773
| New | +$235K | 0.03% | 183 |
|
|
2024
Q2 | – | Sell |
-3,440
| Closed | -$209K | – | 203 |
|
|
2024
Q1 | $209K | Sell |
3,440
-325
| -9% | -$19.7K | 0.03% | 195 |
|
|
2023
Q4 | $209K | Sell |
3,765
-940
| -20% | -$52.1K | 0.04% | 186 |
|
|
2023
Q3 | $235K | Hold |
4,705
| – | – | 0.05% | 164 |
|
|
2023
Q2 | $246K | Sell |
4,705
-75
| -2% | -$3.92K | 0.05% | 162 |
|
|
2023
Q1 | $239K | Sell |
4,780
-2,470
| -34% | -$124K | 0.05% | 159 |
|
|
2022
Q4 | $351K | Buy |
+7,250
| New | +$351K | 0.1% | 122 |
|