Perfromance Wealth Partners’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 | $389K | Sell |
6,279
-585
| -9% | -$36.3K | 0.01% | 133 |
|
|
2025
Q1 | $401K | Sell |
6,864
-466
| -6% | -$27.2K | 0.01% | 110 |
|
|
2024
Q4 | $457K | Hold |
7,330
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $457K | Sell |
7,330
-25
| -0.3% | -$1.56K | 0.02% | 109 |
|
|
2024
Q2 | $430K | Hold |
7,355
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $447K | Sell |
7,355
-5
| -0.1% | -$304 | 0.02% | 102 |
|
|
2023
Q4 | $408K | Sell |
7,360
-1,160
| -14% | -$64.3K | 0.02% | 114 |
|
|
2023
Q3 | $425K | Hold |
8,520
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $443K | Sell |
8,520
-1,620
| -16% | -$84.3K | 0.02% | 125 |
|
|
2023
Q1 | $507K | Sell |
10,140
-330
| -3% | -$16.5K | 0.03% | 110 |
|
|
2022
Q4 | $507K | Sell |
10,470
-340
| -3% | -$16.4K | 0.03% | 101 |
|
|
2022
Q3 | $474K | Buy |
10,810
+240
| +2% | +$10.5K | 0.03% | 100 |
|
|
2022
Q2 | $478K | Hold |
10,570
| – | – | 0.03% | 102 |
|
|
2022
Q1 | $567K | Sell |
10,570
-150
| -1% | -$8.05K | 0.02% | 101 |
|
|
2021
Q4 | $607K | Buy |
+10,720
| New | +$607K | 0.02% | 106 |
|