Private Wealth Management Group’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 | $908K | Hold |
14,635
| – | – | 0.3% | 40 |
|
|
2025
Q1 | $854K | Hold |
14,635
| – | – | 0.32% | 38 |
|
|
2024
Q4 | $912K | Hold |
14,635
| – | – | 0.35% | 37 |
|
|
2024
Q3 | $912K | Hold |
14,635
| – | – | 0.36% | 36 |
|
|
2024
Q2 | $856K | Hold |
14,635
| – | – | 0.37% | 35 |
|
|
2024
Q1 | $889K | Hold |
14,635
| – | – | 0.4% | 34 |
|
|
2023
Q4 | $811K | Buy |
+14,635
| New | +$811K | 0.4% | 36 |
|