Partners in Financial Planning’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 | $337K | Buy |
5,435
+7
| +0.1% | +$434 | 0.06% | 89 |
|
|
2025
Q1 | $317K | Buy |
5,428
+6
| +0.1% | +$350 | 0.06% | 83 |
|
|
2024
Q4 | $338K | Sell |
5,422
-321
| -6% | -$20K | 0.07% | 79 |
|
|
2024
Q3 | $358K | Buy |
5,743
+9
| +0.2% | +$561 | 0.07% | 78 |
|
|
2024
Q2 | $336K | Buy |
5,734
+6
| +0.1% | +$351 | 0.07% | 77 |
|
|
2024
Q1 | $348K | Buy |
5,728
+1,593
| +39% | +$96.8K | 0.08% | 77 |
|
|
2023
Q4 | $229K | Buy |
4,135
+25
| +0.6% | +$1.39K | 0.05% | 96 |
|
|
2023
Q3 | $205K | Hold |
4,110
| – | – | 0.05% | 95 |
|
|
2023
Q2 | $215K | Buy |
+4,110
| New | +$215K | 0.05% | 92 |
|
|
2022
Q3 | – | Sell |
-4,155
| Closed | -$208K | – | 93 |
|
|
2022
Q2 | $208K | Buy |
4,155
+10
| +0.2% | +$500 | 0.07% | 92 |
|
|
2022
Q1 | $213K | Buy |
4,145
+5
| +0.1% | +$258 | 0.07% | 90 |
|
|
2021
Q4 | $219K | Buy |
4,140
+5
| +0.1% | +$264 | 0.07% | 88 |
|
|
2021
Q3 | $217K | Buy |
4,135
+10
| +0.2% | +$526 | 0.07% | 89 |
|
|
2021
Q2 | $222K | Buy |
+4,125
| New | +$222K | 0.07% | 86 |
|