Peninsula Wealth’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 | $6.73M | Sell |
108,066
-86,787
| -45% | -$5.41M | 1.15% | 18 |
|
|
2024
Q3 | $12.4M | Buy |
194,853
+10,534
| +6% | +$672K | 2.17% | 10 |
|
|
2024
Q2 | $11.1M | Buy |
184,319
+47,070
| +34% | +$2.84M | 2.08% | 11 |
|
|
2024
Q1 | $8.34M | Buy |
137,249
+72,694
| +113% | +$4.42M | 1.66% | 14 |
|
|
2023
Q4 | $3.58M | Buy |
64,555
+53,895
| +506% | +$2.99M | 0.74% | 17 |
|
|
2023
Q3 | $504K | Buy |
+10,660
| New | +$504K | 0.12% | 45 |
|