MY 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 | $2.36M | Sell |
38,032
-23
| -0.1% | -$1.43K | 2.26% | 15 |
|
|
2025
Q1 | $2.22M | Hold |
38,055
| – | – | 2.15% | 13 |
|
|
2024
Q4 | $2.37M | Hold |
38,055
| – | – | 2.37% | 13 |
|
|
2024
Q3 | $2.37M | Sell |
38,055
-970
| -2% | -$60.5K | 2.41% | 13 |
|
|
2024
Q2 | $2.28M | Buy |
39,025
+1,260
| +3% | +$73.7K | 2.6% | 14 |
|
|
2024
Q1 | $2.29M | Sell |
37,765
-23,035
| -38% | -$1.4M | 2.53% | 14 |
|
|
2023
Q4 | $3.37M | Buy |
60,800
+3,170
| +6% | +$176K | 3.17% | 12 |
|
|
2023
Q3 | $2.87M | Sell |
57,630
-55
| -0.1% | -$2.74K | 2.86% | 14 |
|
|
2023
Q2 | $3.02M | Buy |
57,685
+2,085
| +4% | +$109K | 2.75% | 15 |
|
|
2023
Q1 | $2.78M | Sell |
55,600
-115
| -0.2% | -$5.75K | 2.79% | 15 |
|
|
2022
Q4 | $2.7M | Buy |
55,715
+10,140
| +22% | +$491K | 4.11% | 9 |
|
|
2022
Q3 | $2M | Sell |
45,575
-2,770
| -6% | -$121K | 2.14% | 16 |
|
|
2022
Q2 | $2.19M | Sell |
48,345
-155
| -0.3% | -$7.01K | 2.36% | 16 |
|
|
2022
Q1 | $2.6M | Sell |
48,500
-885
| -2% | -$47.5K | 2.41% | 17 |
|
|
2021
Q4 | $2.8M | Buy |
+49,385
| New | +$2.8M | 2.46% | 17 |
|