Selective 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 | $371K | Sell |
5,833
-18
| -0.3% | -$1.15K | 0.14% | 67 |
|
|
2025
Q1 | $318K | Buy |
5,851
+15
| +0.3% | +$816 | 0.14% | 70 |
|
|
2024
Q4 | $368K | Sell |
5,836
-863
| -13% | -$54.5K | 0.15% | 66 |
|
|
2024
Q3 | $415K | Sell |
6,699
-2,936
| -30% | -$182K | 0.17% | 64 |
|
|
2024
Q2 | $556K | Sell |
9,635
-219
| -2% | -$12.6K | 0.25% | 56 |
|
|
2024
Q1 | $579K | Sell |
9,854
-611
| -6% | -$35.9K | 0.25% | 54 |
|
|
2023
Q4 | $564K | Sell |
10,465
-2,900
| -22% | -$156K | 0.28% | 42 |
|
|
2023
Q3 | $650K | Sell |
13,365
-1,750
| -12% | -$85.2K | 0.36% | 35 |
|
|
2023
Q2 | $795K | Buy |
+15,115
| New | +$795K | 0.4% | 33 |
|
|
2022
Q4 | $886K | Sell |
17,385
-360
| -2% | -$18.3K | 0.47% | 34 |
|
|
2022
Q3 | $778K | Sell |
17,745
-1,725
| -9% | -$75.6K | 0.33% | 42 |
|
|
2022
Q2 | $881K | Buy |
19,470
+18,190
| +1,421% | +$823K | 0.31% | 47 |
|
|
2022
Q1 | $69K | Buy |
+1,280
| New | +$69K | 0.03% | 253 |
|