S.E.E.D. Planning 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 | $831K | Sell |
13,405
-92
| -0.7% | -$5.71K | 0.26% | 52 |
|
|
2025
Q1 | $788K | Sell |
13,497
-1,016
| -7% | -$59.3K | 0.27% | 55 |
|
|
2024
Q4 | $904K | Sell |
14,513
-15
| -0.1% | -$935 | 0.3% | 56 |
|
|
2024
Q3 | $905K | Buy |
14,528
+1,797
| +14% | +$112K | 0.3% | 57 |
|
|
2024
Q2 | $745K | Sell |
12,731
-2,607
| -17% | -$153K | 0.27% | 57 |
|
|
2024
Q1 | $932K | Buy |
15,338
+3,818
| +33% | +$232K | 0.34% | 53 |
|
|
2023
Q4 | $638K | Sell |
11,520
-2,365
| -17% | -$131K | 0.26% | 52 |
|
|
2023
Q3 | $692K | Sell |
13,885
-2,195
| -14% | -$109K | 0.27% | 49 |
|
|
2023
Q2 | $841K | Sell |
16,080
-2,190
| -12% | -$115K | 0.3% | 48 |
|
|
2023
Q1 | $914K | Sell |
18,270
-2,815
| -13% | -$141K | 0.35% | 44 |
|
|
2022
Q4 | $1.02M | Buy |
21,085
+370
| +2% | +$17.9K | 0.44% | 42 |
|
|
2022
Q3 | $908K | Sell |
20,715
-400
| -2% | -$17.5K | 0.42% | 43 |
|
|
2022
Q2 | $955K | Sell |
21,115
-85
| -0.4% | -$3.84K | 0.43% | 41 |
|
|
2022
Q1 | $1.14M | Buy |
21,200
+1,365
| +7% | +$73.3K | 0.49% | 43 |
|
|
2021
Q4 | $1.12M | Sell |
19,835
-375
| -2% | -$21.2K | 0.49% | 41 |
|
|
2021
Q3 | $1.06M | Buy |
20,210
+170
| +0.8% | +$8.94K | 0.5% | 41 |
|
|
2021
Q2 | $1.08M | Sell |
20,040
-2,305
| -10% | -$124K | 0.53% | 41 |
|
|
2021
Q1 | $1.16M | Sell |
22,345
-9,670
| -30% | -$503K | 0.64% | 37 |
|
|
2020
Q4 | $1.47M | Sell |
32,015
-1,135
| -3% | -$52.2K | 0.88% | 36 |
|
|
2020
Q3 | $1.23M | Sell |
33,150
-1,830
| -5% | -$67.8K | 0.9% | 34 |
|
|
2020
Q2 | $1.24M | Buy |
34,980
+1,695
| +5% | +$60.3K | 0.97% | 34 |
|
|
2020
Q1 | $958K | Buy |
33,285
+175
| +0.5% | +$5.04K | 0.93% | 33 |
|
|
2019
Q4 | $1.36M | Buy |
+33,110
| New | +$1.36M | 1.18% | 30 |
|