Principle 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 | $936K | Hold |
15,093
| – | – | 0.06% | 167 |
|
|
2025
Q1 | $881K | Hold |
15,093
| – | – | 0.06% | 167 |
|
|
2024
Q4 | $940K | Buy |
15,093
+180
| +1% | +$11.2K | 0.07% | 161 |
|
|
2024
Q3 | $929K | Hold |
14,913
| – | – | 0.07% | 163 |
|
|
2024
Q2 | $873K | Buy |
14,913
+8
| +0.1% | +$468 | 0.07% | 165 |
|
|
2024
Q1 | $905K | Buy |
14,905
+920
| +7% | +$55.9K | 0.07% | 165 |
|
|
2023
Q4 | $775K | Sell |
13,985
-1,200
| -8% | -$66.5K | 0.07% | 172 |
|
|
2023
Q3 | $757K | Hold |
15,185
| – | – | 0.08% | 163 |
|
|
2023
Q2 | $794K | Sell |
15,185
-2,570
| -14% | -$134K | 0.08% | 158 |
|
|
2023
Q1 | $888K | Sell |
17,755
-105
| -0.6% | -$5.25K | 0.1% | 148 |
|
|
2022
Q4 | $864K | Buy |
17,860
+240
| +1% | +$11.6K | 0.1% | 144 |
|
|
2022
Q3 | $773 | Buy |
17,620
+660
| +4% | +$29 | 0.07% | 142 |
|
|
2022
Q2 | $767K | Sell |
16,960
-720
| -4% | -$32.6K | 0.09% | 158 |
|
|
2022
Q1 | $949K | Buy |
17,680
+30
| +0.2% | +$1.61K | 0.1% | 141 |
|
|
2021
Q4 | $999K | Buy |
17,650
+4,515
| +34% | +$256K | 0.1% | 139 |
|
|
2021
Q3 | $691K | Buy |
13,135
+255
| +2% | +$13.4K | 0.08% | 165 |
|
|
2021
Q2 | $692K | Buy |
12,880
+50
| +0.4% | +$2.69K | 0.08% | 168 |
|
|
2021
Q1 | $668K | Sell |
12,830
-1,125
| -8% | -$58.6K | 0.08% | 163 |
|
|
2020
Q4 | $641K | Buy |
13,955
+5,910
| +73% | +$271K | 0.08% | 156 |
|
|
2020
Q3 | $298K | Sell |
8,045
-1,250
| -13% | -$46.3K | 0.08% | 124 |
|
|
2020
Q2 | $331K | Sell |
9,295
-1,015
| -10% | -$36.1K | 0.1% | 109 |
|
|
2020
Q1 | $297K | Sell |
10,310
-6,315
| -38% | -$182K | 0.11% | 110 |
|
|
2019
Q4 | $684K | Hold |
16,625
| – | – | 0.22% | 78 |
|
|
2019
Q3 | $642K | Buy |
16,625
+3,660
| +28% | +$141K | 0.22% | 79 |
|
|
2019
Q2 | $504K | Buy |
12,965
+1,785
| +16% | +$69.4K | 0.26% | 73 |
|
|
2019
Q1 | $423K | Sell |
11,180
-325
| -3% | -$12.3K | 0.24% | 76 |
|
|
2018
Q4 | $382K | Buy |
+11,505
| New | +$382K | 0.32% | 72 |
|