Perfromance Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $607K | Buy |
|