Planned Solutions’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 | $680K | Buy |
10,969
+24
| +0.2% | +$1.49K | 0.26% | 47 |
|
|
2025
Q1 | $639K | Buy |
10,945
+22
| +0.2% | +$1.28K | 0.26% | 44 |
|
|
2024
Q4 | $681K | Buy |
10,923
+33
| +0.3% | +$2.06K | 0.27% | 41 |
|
|
2024
Q3 | $679K | Buy |
10,890
+29
| +0.3% | +$1.81K | 0.27% | 38 |
|
|
2024
Q2 | $636K | Buy |
10,861
+22
| +0.2% | +$1.29K | 0.31% | 37 |
|
|
2024
Q1 | $658K | Buy |
10,839
+19
| +0.2% | +$1.15K | 0.32% | 37 |
|
|
2023
Q4 | $600K | Buy |
10,820
+70
| +0.7% | +$3.88K | 0.28% | 39 |
|
|
2023
Q3 | $536K | Hold |
10,750
| – | – | 0.32% | 38 |
|
|
2023
Q2 | $562K | Buy |
10,750
+20
| +0.2% | +$1.05K | 0.33% | 36 |
|
|
2023
Q1 | $537K | Buy |
10,730
+30
| +0.3% | +$1.5K | 0.34% | 37 |
|
|
2022
Q4 | $518K | Buy |
10,700
+75
| +0.7% | +$3.63K | 0.38% | 35 |
|
|
2022
Q3 | $466K | Hold |
10,625
| – | – | 0.39% | 32 |
|
|
2022
Q2 | $481K | Buy |
10,625
+25
| +0.2% | +$1.13K | 0.45% | 31 |
|
|
2022
Q1 | $569K | Sell |
10,600
-2,360
| -18% | -$127K | 0.4% | 29 |
|
|
2021
Q4 | $734K | Buy |
+12,960
| New | +$734K | 0.49% | 26 |
|
|
2021
Q2 | $694K | Buy |
12,905
+3,200
| +33% | +$172K | 0.48% | 23 |
|
|
2021
Q1 | $505K | Sell |
9,705
-905
| -9% | -$47.1K | 0.39% | 30 |
|
|
2020
Q4 | $488K | Sell |
10,610
-75
| -0.7% | -$3.45K | 0.39% | 27 |
|
|
2020
Q3 | $396K | Buy |
+10,685
| New | +$396K | 0.39% | 27 |
|