PBMares 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 | $1.33M | Sell |
21,441
-446
| -2% | -$27.7K | 0.24% | 52 |
|
|
2025
Q1 | $1.28M | Buy |
21,887
+1,707
| +8% | +$99.6K | 0.26% | 55 |
|
|
2024
Q4 | $1.26M | Buy |
20,180
+149
| +0.7% | +$9.28K | 0.26% | 58 |
|
|
2024
Q3 | $1.25M | Buy |
20,031
+400
| +2% | +$24.9K | 0.26% | 55 |
|
|
2024
Q2 | $1.15M | Buy |
19,631
+3
| +0% | +$176 | 0.28% | 58 |
|
|
2024
Q1 | $1.19M | Buy |
19,628
+808
| +4% | +$49.1K | 0.31% | 53 |
|
|
2023
Q4 | $1.04M | Sell |
18,820
-60
| -0.3% | -$3.33K | 0.31% | 55 |
|
|
2023
Q3 | $941K | Hold |
18,880
| – | – | 0.34% | 56 |
|
|
2023
Q2 | $987K | Buy |
18,880
+515
| +3% | +$26.9K | 0.35% | 53 |
|
|
2023
Q1 | $919K | Buy |
18,365
+13,825
| +305% | +$692K | 0.34% | 55 |
|
|
2022
Q4 | $220K | Buy |
+4,540
| New | +$220K | 0.09% | 153 |
|
|
2022
Q3 | – | Sell |
-4,540
| Closed | -$205K | – | 157 |
|
|
2022
Q2 | $205K | Buy |
4,540
+110
| +2% | +$4.97K | 0.09% | 151 |
|
|
2022
Q1 | $238K | Buy |
+4,430
| New | +$238K | 0.15% | 132 |
|