Partnership 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 | $10.5M | Sell |
168,794
-4,004
| -2% | -$248K | 8.48% | 2 |
|
|
2025
Q1 | $10.1M | Buy |
172,798
+757
| +0.4% | +$44.2K | 8.56% | 2 |
|
|
2024
Q4 | $10.7M | Buy |
172,041
+24,239
| +16% | +$1.51M | 8.92% | 2 |
|
|
2024
Q3 | $9.21M | Buy |
147,802
+88,279
| +148% | +$5.5M | 6.5% | 3 |
|
|
2024
Q2 | $3.48M | Sell |
59,523
-11,302
| -16% | -$661K | 2.57% | 6 |
|
|
2024
Q1 | $4.3M | Buy |
70,825
+1,875
| +3% | +$114K | 3.02% | 4 |
|
|
2023
Q4 | $3.76M | Buy |
+68,950
| New | +$3.76M | 2.83% | 6 |
|