RVW Wealth’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 | $328K | Buy |
5,284
+194
| +4% | +$12K | 0.03% | 133 |
|
|
2025
Q1 | $297K | Sell |
5,090
-712
| -12% | -$41.5K | 0.03% | 134 |
|
|
2024
Q4 | $362K | Sell |
5,802
-255
| -4% | -$15.9K | 0.03% | 106 |
|
|
2024
Q3 | $377K | Buy |
6,057
+712
| +13% | +$44.4K | 0.04% | 108 |
|
|
2024
Q2 | $313K | Hold |
5,345
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $325K | Sell |
5,345
-460
| -8% | -$27.9K | 0.03% | 111 |
|
|
2023
Q4 | $322K | Sell |
5,805
-95
| -2% | -$5.27K | 0.04% | 110 |
|
|
2023
Q3 | $294K | Sell |
5,900
-2,675
| -31% | -$133K | 0.04% | 109 |
|
|
2023
Q2 | $448K | Buy |
8,575
+1,795
| +26% | +$93.9K | 0.05% | 101 |
|
|
2023
Q1 | $339K | Sell |
6,780
-1,350
| -17% | -$67.5K | 0.04% | 110 |
|
|
2022
Q4 | $393K | Sell |
8,130
-465
| -5% | -$22.5K | 0.05% | 107 |
|
|
2022
Q3 | $377K | Hold |
8,595
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $389K | Buy |
8,595
+215
| +3% | +$9.73K | 0.05% | 102 |
|
|
2022
Q1 | $450K | Buy |
8,380
+1,350
| +19% | +$72.5K | 0.05% | 96 |
|
|
2021
Q4 | $398K | Hold |
7,030
| – | – | 0.04% | 99 |
|
|
2021
Q3 | $0 | Hold |
7,030
| – | – | ﹤0.01% | 103 |
|
|
2021
Q2 | $0 | Buy |
7,030
+95
| +1% | – | ﹤0.01% | 95 |
|
|
2021
Q1 | $1M | Hold |
6,935
| – | – | 0.13% | 78 |
|
|
2020
Q4 | $1M | Hold |
6,935
| – | – | 0.15% | 71 |
|
|
2020
Q3 | $257K | Buy |
+6,935
| New | +$257K | 0.04% | 86 |
|
|
2020
Q2 | – | Sell |
-23,625
| Closed | -$680K | – | 98 |
|
|
2020
Q1 | $680K | Sell |
23,625
-10,135
| -30% | -$292K | 0.16% | 68 |
|
|
2019
Q4 | $1.39M | Buy |
33,760
+715
| +2% | +$29.4K | 0.3% | 40 |
|
|
2019
Q3 | $1.28M | Buy |
+33,045
| New | +$1.28M | 0.3% | 39 |
|