Provident 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 | $166K | Hold |
2,670
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $156K | Buy |
2,670
+1,450
| +119% | +$84.6K | 0.05% | 87 |
|
|
2024
Q4 | $76K | Hold |
1,220
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $76K | Buy |
1,220
+310
| +34% | +$19.3K | 0.03% | 100 |
|
|
2024
Q2 | $53.3K | Hold |
910
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $55.3K | Buy |
910
+655
| +257% | +$39.8K | 0.02% | 81 |
|
|
2023
Q4 | $14.1K | Hold |
255
| – | – | 0.01% | 80 |
|
|
2023
Q3 | $12.7K | Sell |
255
-10
| -4% | -$499 | 0.01% | 78 |
|
|
2023
Q2 | $13.9K | Sell |
265
-10
| -4% | -$523 | 0.01% | 79 |
|
|
2023
Q1 | $13.8K | Hold |
275
| – | – | 0.01% | 83 |
|
|
2022
Q4 | $13.3K | Hold |
275
| – | – | 0.01% | 79 |
|
|
2022
Q3 | $12K | Hold |
275
| – | – | 0.01% | 83 |
|
|
2022
Q2 | $12K | Buy |
275
+235
| +588% | +$10.3K | 0.01% | 85 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 94 |
|
|
2021
Q4 | $2K | Sell |
40
-190
| -83% | -$9.5K | ﹤0.01% | 83 |
|
|
2021
Q3 | $12K | Buy |
230
+220
| +2,200% | +$11.5K | 0.01% | 73 |
|
|
2021
Q2 | $1K | Sell |
10
-10
| -50% | -$1K | ﹤0.01% | 75 |
|
|
2021
Q1 | $1K | Sell |
20
-25
| -56% | -$1.25K | ﹤0.01% | 64 |
|
|
2020
Q4 | $2K | Sell |
45
-5
| -10% | -$222 | ﹤0.01% | 59 |
|
|
2020
Q3 | $2K | Sell |
50
-54,115
| -100% | -$2.16M | ﹤0.01% | 248 |
|
|
2020
Q2 | $1.93M | Sell |
54,165
-1,785
| -3% | -$63.5K | 2.12% | 12 |
|
|
2020
Q1 | $1.61M | Buy |
55,950
+270
| +0.5% | +$7.77K | 1.97% | 15 |
|
|
2019
Q4 | $2.29M | Buy |
+55,680
| New | +$2.29M | 2.04% | 14 |
|