My Personal CFO LLC’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 | $443K | Hold |
7,140
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $417K | Hold |
7,140
| – | – | 0.21% | 60 |
|
|
2024
Q4 | $445K | Hold |
7,140
| – | – | 0.23% | 62 |
|
|
2024
Q3 | $445K | Sell |
7,140
-40
| -0.6% | -$2.49K | 0.24% | 63 |
|
|
2024
Q2 | $420K | Hold |
7,180
| – | – | 0.22% | 69 |
|
|
2024
Q1 | $436K | Hold |
7,180
| – | – | 0.25% | 67 |
|
|
2023
Q4 | $398K | Hold |
7,180
| – | – | 0.26% | 67 |
|
|
2023
Q3 | $358K | Hold |
7,180
| – | – | 0.29% | 60 |
|
|
2023
Q2 | $375K | Buy |
7,180
+80
| +1% | +$4.18K | 0.29% | 59 |
|
|
2023
Q1 | $355K | Buy |
7,100
+7,000
| +7,000% | +$350K | 0.3% | 55 |
|
|
2022
Q4 | $4.84K | Buy |
+100
| New | +$4.84K | ﹤0.01% | 369 |
|