Prosperity Planning’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 | $552K | Hold |
8,908
| – | – | 0.16% | 72 |
|
|
2025
Q1 | $520K | Hold |
8,908
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $555K | Sell |
8,908
-134
| -1% | -$8.35K | 0.18% | 70 |
|
|
2024
Q3 | $563K | Sell |
9,042
-42
| -0.5% | -$2.62K | 0.18% | 71 |
|
|
2024
Q2 | $532K | Hold |
9,084
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $552K | Buy |
9,084
+214
| +2% | +$13K | 0.19% | 65 |
|
|
2023
Q4 | $492K | Sell |
8,870
-685
| -7% | -$38K | 0.18% | 65 |
|
|
2023
Q3 | $476K | Buy |
9,555
+635
| +7% | +$31.7K | 0.2% | 67 |
|
|
2023
Q2 | $466K | Hold |
8,920
| – | – | 0.19% | 66 |
|
|
2023
Q1 | $446K | Buy |
+8,920
| New | +$446K | 0.19% | 66 |
|
|
2022
Q4 | – | Sell |
-8,970
| Closed | -$393K | – | 82 |
|
|
2022
Q3 | $393K | Buy |
8,970
+20
| +0.2% | +$876 | 0.21% | 65 |
|
|
2022
Q2 | $405K | Hold |
8,950
| – | – | 0.21% | 60 |
|
|
2022
Q1 | $481K | Hold |
8,950
| – | – | 0.24% | 56 |
|
|
2021
Q4 | $507K | Hold |
8,950
| – | – | 0.26% | 54 |
|
|
2021
Q3 | $471K | Sell |
8,950
-5
| -0.1% | -$263 | 0.26% | 54 |
|
|
2021
Q2 | $481K | Sell |
8,955
-35
| -0.4% | -$1.88K | 0.3% | 49 |
|
|
2021
Q1 | $468K | Sell |
8,990
-25
| -0.3% | -$1.3K | 0.33% | 48 |
|
|
2020
Q4 | $414K | Buy |
+9,015
| New | +$414K | 0.35% | 46 |
|