National Wealth Management Group’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
Q1 | $2.09M | Buy |
35,797
+2,696
| +8% | +$157K | 1.37% | 18 |
|
|
2024
Q4 | $2.06M | Buy |
33,101
+3,367
| +11% | +$210K | 1.37% | 19 |
|
|
2024
Q3 | $1.85M | Buy |
29,734
+3,287
| +12% | +$205K | 1.26% | 20 |
|
|
2024
Q2 | $1.55M | Buy |
26,447
+7,285
| +38% | +$426K | 1.18% | 25 |
|
|
2024
Q1 | $1.16M | Buy |
19,162
+2,682
| +16% | +$163K | 0.91% | 29 |
|
|
2023
Q4 | $914K | Buy |
16,480
+1,970
| +14% | +$109K | 0.88% | 32 |
|
|
2023
Q3 | $724K | Sell |
14,510
-25
| -0.2% | -$1.25K | 0.79% | 35 |
|
|
2023
Q2 | $778K | Buy |
14,535
+720
| +5% | +$38.5K | 0.81% | 35 |
|
|
2023
Q1 | $670K | Buy |
13,815
+9,200
| +199% | +$446K | 0.77% | 35 |
|
|
2022
Q4 | $223K | Buy |
+4,615
| New | +$223K | 0.27% | 118 |
|