Pitti Group Wealth Management’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 | $2.49M | Buy |
40,220
+2,018
| +5% | +$125K | 2.15% | 9 |
|
|
2025
Q1 | $2.23M | Buy |
38,202
+1,259
| +3% | +$73.5K | 2.29% | 9 |
|
|
2024
Q4 | $2.3M | Buy |
36,943
+30,034
| +435% | +$1.87M | 2.33% | 9 |
|
|
2024
Q3 | $1.91M | Hold |
6,909
| – | – | 2.08% | 13 |
|
|
2024
Q2 | $1.91M | Sell |
6,909
-27,242
| -80% | -$7.55M | 2.08% | 13 |
|
|
2024
Q1 | $2.01M | Sell |
34,151
-394
| -1% | -$23.2K | 2.24% | 12 |
|
|
2023
Q4 | $1.91M | Sell |
34,545
-555
| -2% | -$30.8K | 2.08% | 13 |
|
|
2023
Q3 | $1.75M | Sell |
35,100
-2,450
| -7% | -$122K | 2% | 11 |
|
|
2023
Q2 | $1.96M | Buy |
37,550
+160
| +0.4% | +$8.37K | 2.2% | 10 |
|
|
2023
Q1 | $1.87M | Buy |
37,390
+140
| +0.4% | +$7.01K | 2.09% | 11 |
|
|
2022
Q4 | $1.8M | Buy |
37,250
+1,525
| +4% | +$73.8K | 2.15% | 10 |
|
|
2022
Q3 | $1.57M | Buy |
35,725
+890
| +3% | +$39K | 2.16% | 11 |
|
|
2022
Q2 | $1.58M | Sell |
34,835
-370
| -1% | -$16.7K | 2.15% | 10 |
|
|
2022
Q1 | $1.89M | Buy |
35,205
+4,035
| +13% | +$217K | 2.2% | 10 |
|
|
2021
Q4 | $1.77M | Buy |
+31,170
| New | +$1.77M | 1.97% | 11 |
|