Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,220
| Closed | -$325K | – | 88 |
|
|
2024
Q3 | $325K | Buy |
5,220
+350
| +7% | +$21.8K | 0.01% | 67 |
|
|
2024
Q2 | $285K | Hold |
4,870
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $296K | Sell |
4,870
-765
| -14% | -$46.5K | 0.01% | 67 |
|
|
2023
Q4 | $312K | Buy |
5,635
+795
| +16% | +$44.1K | 0.01% | 68 |
|
|
2023
Q3 | $241K | Hold |
4,840
| – | – | 0.01% | 73 |
|
|
2023
Q2 | $253K | Hold |
4,840
| – | – | 0.01% | 66 |
|
|
2023
Q1 | $242K | Sell |
4,840
-50
| -1% | -$2.5K | 0.01% | 65 |
|
|
2022
Q4 | $237K | Buy |
+4,890
| New | +$237K | 0.01% | 69 |
|