Paulson 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 | $472K | Hold |
7,616
| – | – | 0.12% | 87 |
|
|
2025
Q1 | $444K | Buy |
7,616
+87
| +1% | +$5.08K | 0.13% | 79 |
|
|
2024
Q4 | $469K | Sell |
7,529
-135
| -2% | -$8.41K | 0.13% | 81 |
|
|
2024
Q3 | $478K | Buy |
7,664
+40
| +0.5% | +$2.49K | 0.13% | 85 |
|
|
2024
Q2 | $446K | Hold |
7,624
| – | – | 0.13% | 83 |
|
|
2024
Q1 | $463K | Buy |
7,624
+3,564
| +88% | +$216K | 0.14% | 82 |
|
|
2023
Q4 | $225K | Sell |
4,060
-1,965
| -33% | -$109K | 0.07% | 124 |
|
|
2023
Q3 | $300K | Hold |
6,025
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $315K | Sell |
6,025
-55
| -0.9% | -$2.88K | 0.11% | 95 |
|
|
2023
Q1 | $304K | Buy |
6,080
+165
| +3% | +$8.26K | 0.14% | 64 |
|
|
2022
Q4 | $286K | Hold |
5,915
| – | – | 0.14% | 70 |
|
|
2022
Q3 | $259K | Buy |
+5,915
| New | +$259K | 0.14% | 63 |
|
|
2022
Q2 | – | Sell |
-3,830
| Closed | -$206K | – | 77 |
|
|
2022
Q1 | $206K | Sell |
3,830
-115
| -3% | -$6.19K | 0.09% | 81 |
|
|
2021
Q4 | $223K | Sell |
3,945
-680
| -15% | -$38.4K | 0.1% | 80 |
|
|
2021
Q3 | $243K | Sell |
4,625
-15
| -0.3% | -$788 | 0.12% | 79 |
|
|
2021
Q2 | $249K | Hold |
4,640
| – | – | 0.12% | 76 |
|
|
2021
Q1 | $250K | Buy |
4,640
+190
| +4% | +$10.2K | 0.12% | 77 |
|
|
2020
Q4 | $205K | Sell |
4,450
-2,225
| -33% | -$103K | 0.12% | 76 |
|
|
2020
Q3 | $247K | Sell |
6,675
-6,915
| -51% | -$256K | 0.16% | 70 |
|
|
2020
Q2 | $483K | Sell |
13,590
-30
| -0.2% | -$1.07K | 0.34% | 40 |
|
|
2020
Q1 | $410K | Sell |
13,620
-3,405
| -20% | -$103K | 0.31% | 53 |
|
|
2019
Q4 | $712K | Sell |
17,025
-2,430
| -12% | -$102K | 0.5% | 34 |
|
|
2019
Q3 | $752K | Sell |
19,455
-80
| -0.4% | -$3.09K | 0.57% | 30 |
|
|
2019
Q2 | $763K | Sell |
19,535
-335
| -2% | -$13.1K | 0.57% | 34 |
|
|
2019
Q1 | $753K | Buy |
19,870
+2,660
| +15% | +$101K | 0.57% | 38 |
|
|
2018
Q4 | $615K | Sell |
17,210
-165
| -0.9% | -$5.9K | 0.51% | 50 |
|
|
2018
Q3 | $639K | Buy |
17,375
+2,290
| +15% | +$84.2K | 0.57% | 53 |
|
|
2018
Q2 | $588K | Sell |
15,085
-2,255
| -13% | -$87.9K | 0.58% | 58 |
|
|
2018
Q1 | $650K | Buy |
17,340
+545
| +3% | +$20.4K | 0.65% | 53 |
|
|
2017
Q4 | $637K | Buy |
+16,795
| New | +$637K | 0.56% | 51 |
|