Precedent Wealth Partners’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 | $8.52M | Sell |
137,387
-9,377
| -6% | -$582K | 2.09% | 11 |
|
|
2025
Q1 | $8.56M | Sell |
146,764
-25,964
| -15% | -$1.52M | 2.38% | 9 |
|
|
2024
Q4 | $10.8M | Sell |
172,728
-45,077
| -21% | -$2.81M | 3.51% | 5 |
|
|
2024
Q3 | $13.6M | Sell |
217,805
-1,930
| -0.9% | -$120K | 4.48% | 3 |
|
|
2024
Q2 | $12.9M | Sell |
219,735
-311
| -0.1% | -$18.2K | 5.18% | 2 |
|
|
2024
Q1 | $13.4M | Buy |
220,046
+11,861
| +6% | +$720K | 5.74% | 2 |
|
|
2023
Q4 | $11.5M | Buy |
+208,185
| New | +$11.5M | 5.87% | 2 |
|