SFG 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 | $763K | Buy |
12,302
+223
| +2% | +$13.8K | 0.46% | 37 |
|
|
2025
Q1 | $705K | Buy |
12,079
+156
| +1% | +$9.1K | 0.34% | 53 |
|
|
2024
Q4 | $743K | Buy |
11,923
+243
| +2% | +$15.1K | 0.39% | 41 |
|
|
2024
Q3 | $728K | Sell |
11,680
-478
| -4% | -$29.8K | 0.39% | 43 |
|
|
2024
Q2 | $711K | Sell |
12,158
-119
| -1% | -$6.96K | 0.41% | 42 |
|
|
2024
Q1 | $746K | Sell |
12,277
-878
| -7% | -$53.3K | 0.44% | 36 |
|
|
2023
Q4 | $729K | Buy |
13,155
+2,205
| +20% | +$122K | 0.49% | 38 |
|
|
2023
Q3 | $546K | Sell |
10,950
-115
| -1% | -$5.74K | 0.43% | 42 |
|
|
2023
Q2 | $579K | Buy |
11,065
+175
| +2% | +$9.15K | 0.49% | 38 |
|
|
2023
Q1 | $545K | Sell |
10,890
-60
| -0.5% | -$3K | 0.6% | 30 |
|
|
2022
Q4 | $530K | Sell |
10,950
-880
| -7% | -$42.6K | 0.65% | 30 |
|
|
2022
Q3 | $519K | Sell |
11,830
-215
| -2% | -$9.43K | 0.7% | 32 |
|
|
2022
Q2 | $545K | Sell |
12,045
-1,550
| -11% | -$70.1K | 0.63% | 37 |
|
|
2022
Q1 | $730K | Sell |
13,595
-680
| -5% | -$36.5K | 0.68% | 39 |
|
|
2021
Q4 | $808K | Buy |
+14,275
| New | +$808K | 0.72% | 38 |
|