Peterson Wealth Services’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 | $16.1K | Hold |
260
| – | – | ﹤0.01% | 170 |
|
|
2025
Q1 | $15.2K | Sell |
260
-7,057
| -96% | -$412K | ﹤0.01% | 174 |
|
|
2024
Q4 | $456K | Sell |
7,317
-37
| -0.5% | -$2.31K | 0.14% | 94 |
|
|
2024
Q3 | $458K | Sell |
7,354
-29
| -0.4% | -$1.81K | 0.15% | 93 |
|
|
2024
Q2 | $432K | Sell |
7,383
-1,172
| -14% | -$68.6K | 0.15% | 95 |
|
|
2024
Q1 | $520K | Sell |
8,555
-800
| -9% | -$48.6K | 0.19% | 87 |
|
|
2023
Q4 | $519K | Buy |
+9,355
| New | +$519K | 0.22% | 61 |
|
|
2023
Q3 | – | Sell |
-9,725
| Closed | -$509K | – | 77 |
|
|
2023
Q2 | $509K | Sell |
9,725
-240
| -2% | -$12.6K | 0.24% | 65 |
|
|
2023
Q1 | $498K | Buy |
9,965
+525
| +6% | +$26.3K | 0.26% | 69 |
|
|
2022
Q4 | $457K | Buy |
9,440
+1,035
| +12% | +$50.1K | 0.26% | 63 |
|
|
2022
Q3 | $369K | Buy |
8,405
+230
| +3% | +$10.1K | 0.26% | 69 |
|
|
2022
Q2 | $370K | Buy |
8,175
+1,340
| +20% | +$60.6K | 0.27% | 70 |
|
|
2022
Q1 | $367K | Buy |
6,835
+1,010
| +17% | +$54.2K | 0.23% | 69 |
|
|
2021
Q4 | $330K | Buy |
+5,825
| New | +$330K | 0.22% | 66 |
|