Redwood Wealth Management 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 | $1.72M | Sell |
27,733
-32
| -0.1% | -$1.99K | 0.77% | 36 |
|
|
2025
Q1 | $1.62M | Sell |
27,765
-18
| -0.1% | -$1.05K | 0.82% | 33 |
|
|
2024
Q4 | $1.73M | Sell |
27,783
-625
| -2% | -$38.9K | 0.84% | 29 |
|
|
2024
Q3 | $1.77M | Sell |
28,408
-385
| -1% | -$24K | 0.88% | 31 |
|
|
2024
Q2 | $1.68M | Buy |
28,793
+476
| +2% | +$27.9K | 1.27% | 19 |
|
|
2024
Q1 | $1.72M | Buy |
28,317
+57
| +0.2% | +$3.46K | 1.82% | 16 |
|
|
2023
Q4 | $1.57M | Sell |
28,260
-55
| -0.2% | -$3.05K | 1.74% | 16 |
|
|
2023
Q3 | $1.41M | Sell |
28,315
-975
| -3% | -$48.6K | 1.65% | 16 |
|
|
2023
Q2 | $1.53M | Sell |
29,290
-6,250
| -18% | -$327K | 1.7% | 16 |
|
|
2023
Q1 | $1.78M | Sell |
35,540
-240
| -0.7% | -$12K | 2.02% | 12 |
|
|
2022
Q4 | $1.73M | Buy |
+35,780
| New | +$1.73M | 2.16% | 11 |
|