Planning Directions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $316K | Sell |
|
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|
2024
Q1 | $370K | Buy |
|
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|
2023
Q4 | $317K | Sell |
|
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|
2023
Q3 | $315K | Sell |
|
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|
2023
Q2 | $332K | Buy |
|
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|
2023
Q1 | $317K | Sell |
|
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|
2022
Q4 | $310K | Sell |
|
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|
2022
Q3 | $283K | Buy |
|
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $274K | Buy |
|
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $220K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $278K | Sell |
|
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|
2019
Q3 | $285K | Buy |
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|
2019
Q2 | $285K | Sell |
|
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $237K | Buy |
|