Prosperity Consulting 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 | $936K | Sell |
15,094
-895
| -6% | -$55.5K | 0.07% | 235 |
|
|
2025
Q1 | $933K | Buy |
15,989
+3,831
| +32% | +$224K | 0.07% | 232 |
|
|
2024
Q4 | $758K | Sell |
12,158
-155
| -1% | -$9.66K | 0.06% | 261 |
|
|
2024
Q3 | $767K | Buy |
12,313
+528
| +4% | +$32.9K | 0.06% | 258 |
|
|
2024
Q2 | $690K | Buy |
11,785
+4,330
| +58% | +$253K | 0.09% | 154 |
|
|
2024
Q1 | $453K | Sell |
7,455
-500
| -6% | -$30.4K | 0.06% | 215 |
|
|
2023
Q4 | $441K | Buy |
7,955
+175
| +2% | +$9.7K | 0.15% | 120 |
|
|
2023
Q3 | $388K | Sell |
7,780
-220
| -3% | -$11K | 0.18% | 101 |
|
|
2023
Q2 | $418K | Buy |
8,000
+15
| +0.2% | +$785 | 0.26% | 70 |
|
|
2023
Q1 | $400K | Buy |
7,985
+45
| +0.6% | +$2.25K | 0.25% | 72 |
|
|
2022
Q4 | $384K | Buy |
7,940
+70
| +0.9% | +$3.39K | 0.26% | 71 |
|
|
2022
Q3 | $345K | Buy |
7,870
+220
| +3% | +$9.64K | 0.28% | 68 |
|
|
2022
Q2 | $346K | Buy |
7,650
+20
| +0.3% | +$905 | 0.3% | 61 |
|
|
2022
Q1 | $409K | Hold |
7,630
| – | – | 0.3% | 65 |
|
|
2021
Q4 | $405K | Buy |
+7,630
| New | +$405K | 0.3% | 65 |
|