Presilium Private Wealth’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 | $269K | Buy |
4,330
+62
| +1% | +$3.85K | 0.05% | 64 |
|
|
2025
Q1 | $249K | Buy |
4,268
+418
| +11% | +$24.4K | 0.06% | 65 |
|
|
2024
Q4 | $240K | Buy |
3,850
+19
| +0.5% | +$1.18K | 0.06% | 72 |
|
|
2024
Q3 | $239K | Buy |
3,831
+316
| +9% | +$19.7K | 0.06% | 71 |
|
|
2024
Q2 | $206K | Buy |
3,515
+202
| +6% | +$11.8K | 0.05% | 71 |
|
|
2024
Q1 | $201K | Sell |
3,313
-347
| -9% | -$21.1K | 0.05% | 68 |
|
|
2023
Q4 | $203K | Sell |
3,660
-7,945
| -68% | -$440K | 0.06% | 70 |
|
|
2023
Q3 | $579K | Buy |
11,605
+15
| +0.1% | +$748 | 0.18% | 32 |
|
|
2023
Q2 | $606K | Sell |
11,590
-60
| -0.5% | -$3.14K | 0.21% | 32 |
|
|
2023
Q1 | $583K | Buy |
11,650
+80
| +0.7% | +$4K | 0.22% | 30 |
|
|
2022
Q4 | $560K | Buy |
+11,570
| New | +$560K | 0.23% | 28 |
|