Planning Directions’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
Q1 | – | Sell |
-4,969
| Closed | -$310K | – | 118 |
|
|
2024
Q4 | $310K | Sell |
4,969
-455
| -8% | -$28.4K | 0.18% | 64 |
|
|
2024
Q3 | $338K | Buy |
5,424
+21
| +0.4% | +$1.31K | 0.2% | 57 |
|
|
2024
Q2 | $316K | Sell |
5,403
-692
| -11% | -$40.5K | 0.22% | 59 |
|
|
2024
Q1 | $370K | Buy |
6,095
+375
| +7% | +$22.8K | 0.26% | 51 |
|
|
2023
Q4 | $317K | Sell |
5,720
-585
| -9% | -$32.4K | 0.23% | 52 |
|
|
2023
Q3 | $315K | Sell |
6,305
-40
| -0.6% | -$2K | 0.24% | 46 |
|
|
2023
Q2 | $332K | Buy |
6,345
+20
| +0.3% | +$1.05K | 0.24% | 48 |
|
|
2023
Q1 | $317K | Sell |
6,325
-90
| -1% | -$4.51K | 0.24% | 47 |
|
|
2022
Q4 | $310K | Sell |
6,415
-30
| -0.5% | -$1.45K | 0.24% | 51 |
|
|
2022
Q3 | $283K | Buy |
6,445
+825
| +15% | +$36.2K | 0.23% | 48 |
|
|
2022
Q2 | $254K | Buy |
5,620
+50
| +0.9% | +$2.26K | 0.19% | 54 |
|
|
2022
Q1 | $299K | Buy |
5,570
+20
| +0.4% | +$1.07K | 0.21% | 55 |
|
|
2021
Q4 | $314K | Buy |
5,550
+335
| +6% | +$19K | 0.21% | 56 |
|
|
2021
Q3 | $274K | Buy |
5,215
+125
| +2% | +$6.57K | 0.2% | 57 |
|
|
2021
Q2 | $274K | Sell |
5,090
-135
| -3% | -$7.27K | 0.2% | 57 |
|
|
2021
Q1 | $272K | Sell |
5,225
-335
| -6% | -$17.4K | 0.21% | 52 |
|
|
2020
Q4 | $256K | Sell |
5,560
-225
| -4% | -$10.4K | 0.21% | 55 |
|
|
2020
Q3 | $214K | Sell |
5,785
-410
| -7% | -$15.2K | 0.19% | 55 |
|
|
2020
Q2 | $220K | Buy |
+6,195
| New | +$220K | 0.21% | 56 |
|
|
2020
Q1 | – | Sell |
-6,750
| Closed | -$278K | – | 72 |
|
|
2019
Q4 | $278K | Sell |
6,750
-630
| -9% | -$25.9K | 0.26% | 45 |
|
|
2019
Q3 | $285K | Buy |
7,380
+30
| +0.4% | +$1.16K | 0.27% | 42 |
|
|
2019
Q2 | $285K | Sell |
7,350
-70
| -0.9% | -$2.71K | 0.29% | 46 |
|
|
2019
Q1 | $281K | Buy |
+7,420
| New | +$281K | 0.33% | 43 |
|
|
2018
Q4 | – | Sell |
-5,875
| Closed | -$237K | – | 52 |
|
|
2018
Q3 | $237K | Buy |
+5,875
| New | +$237K | 0.22% | 47 |
|