Prosperity Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $576K | Sell |
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|
2025
Q2 | $552K | Hold |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $532K | Hold |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $481K | Hold |
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|
2021
Q4 | $507K | Hold |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $481K | Sell |
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|
2021
Q1 | $468K | Sell |
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|
2020
Q4 | $414K | Buy |
|