Premier Path 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 | $2.74M | Sell |
44,155
-249
| -0.6% | -$15.4K | 0.38% | 58 |
|
|
2025
Q1 | $2.59M | Buy |
44,404
+1,161
| +3% | +$67.7K | 0.4% | 57 |
|
|
2024
Q4 | $2.69M | Buy |
43,243
+281
| +0.7% | +$17.5K | 0.41% | 52 |
|
|
2024
Q3 | $2.68M | Sell |
42,962
-1,622
| -4% | -$101K | 0.42% | 51 |
|
|
2024
Q2 | $2.61M | Sell |
44,584
-2,414
| -5% | -$141K | 0.44% | 48 |
|
|
2024
Q1 | $2.85M | Buy |
46,998
+6,098
| +15% | +$370K | 0.54% | 37 |
|
|
2023
Q4 | $2.29M | Buy |
+40,900
| New | +$2.29M | 0.51% | 40 |
|