Proathlete Wealth Management’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 | – | Sell |
-340,235
| Closed | -$19.9M | – | 320 |
|
2025
Q1 | $19.9M | Buy |
340,235
+20,136
| +6% | +$1.18M | 7.24% | 4 |
|
2024
Q4 | $19.9M | Buy |
320,099
+21,675
| +7% | +$1.35M | 7.51% | 4 |
|
2024
Q3 | $18.6M | Buy |
298,424
+16,377
| +6% | +$1.02M | 7.66% | 4 |
|
2024
Q2 | $16.5M | Buy |
282,047
+13,756
| +5% | +$805K | 7.81% | 4 |
|
2024
Q1 | $16.3M | Buy |
268,291
+9,936
| +4% | +$604K | 8.67% | 4 |
|
2023
Q4 | $14.3M | Buy |
+258,355
| New | +$14.3M | 8.47% | 4 |
|