Rockwood 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 | $2.64M | Sell |
42,588
-2,770
| -6% | -$172K | 0.23% | 22 |
|
|
2025
Q1 | $2.65M | Buy |
45,358
+3,592
| +9% | +$210K | 0.27% | 21 |
|
|
2024
Q4 | $2.6M | Buy |
41,766
+5,788
| +16% | +$360K | 0.28% | 22 |
|
|
2024
Q3 | $2.24M | Buy |
35,978
+3,008
| +9% | +$187K | 0.25% | 22 |
|
|
2024
Q2 | $1.93M | Buy |
32,970
+4,992
| +18% | +$292K | 0.23% | 26 |
|
|
2024
Q1 | $1.7M | Buy |
27,978
+3
| +0% | +$182 | 0.22% | 23 |
|
|
2023
Q4 | $1.55M | Buy |
27,975
+22,470
| +408% | +$1.25M | 0.23% | 24 |
|
|
2023
Q3 | $275K | Sell |
5,505
-200
| -4% | -$9.97K | 0.05% | 53 |
|
|
2023
Q2 | $298K | Buy |
5,705
+980
| +21% | +$51.3K | 0.05% | 61 |
|
|
2023
Q1 | $236K | Sell |
4,725
-1,095
| -19% | -$54.8K | 0.05% | 64 |
|
|
2022
Q4 | $282K | Buy |
5,820
+75
| +1% | +$3.63K | 0.07% | 56 |
|
|
2022
Q3 | $252K | Sell |
5,745
-45
| -0.8% | -$1.97K | 0.08% | 58 |
|
|
2022
Q2 | $262K | Buy |
+5,790
| New | +$262K | 0.12% | 56 |
|