Phillips Wealth Planners’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 | $432K | Buy |
6,805
+106
| +2% | +$6.72K | 0.39% | 83 |
|
|
2025
Q1 | $364K | Buy |
6,699
+308
| +5% | +$16.7K | 0.38% | 85 |
|
|
2024
Q4 | $396K | Buy |
6,391
+34
| +0.5% | +$2.1K | 0.4% | 79 |
|
|
2024
Q3 | $406K | Buy |
6,357
+1,379
| +28% | +$88K | 0.39% | 88 |
|
|
2024
Q2 | $291K | Buy |
4,978
+55
| +1% | +$3.21K | 0.31% | 122 |
|
|
2024
Q1 | $281K | Buy |
+4,923
| New | +$281K | 0.32% | 123 |
|