Shelton 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 | $671K | Sell |
10,819
-1,158
| -10% | -$71.8K | 0.32% | 85 |
|
|
2025
Q1 | $699K | Sell |
11,977
-348
| -3% | -$20.3K | 0.38% | 85 |
|
|
2024
Q4 | $768K | Sell |
12,325
-114
| -0.9% | -$7.1K | 0.4% | 83 |
|
|
2024
Q3 | $775K | Hold |
12,439
| – | – | 0.42% | 76 |
|
|
2024
Q2 | $728K | Buy |
12,439
+274
| +2% | +$16K | 0.41% | 74 |
|
|
2024
Q1 | $739K | Sell |
12,165
-875
| -7% | -$53.1K | 0.46% | 50 |
|
|
2023
Q4 | $723K | Hold |
13,040
| – | – | 0.51% | 40 |
|
|
2023
Q3 | $650K | Sell |
13,040
-485
| -4% | -$24.2K | 0.52% | 30 |
|
|
2023
Q2 | $707K | Hold |
13,525
| – | – | 0.55% | 28 |
|
|
2023
Q1 | $677K | Hold |
13,525
| – | – | 0.55% | 27 |
|
|
2022
Q4 | $654K | Sell |
13,525
-135
| -1% | -$6.53K | 0.52% | 31 |
|
|
2022
Q3 | $599K | Hold |
13,660
| – | – | 0.53% | 30 |
|
|
2022
Q2 | $618K | Buy |
13,660
+210
| +2% | +$9.5K | 0.53% | 30 |
|
|
2022
Q1 | $722K | Buy |
13,450
+1,515
| +13% | +$81.3K | 0.57% | 28 |
|
|
2021
Q4 | $676K | Buy |
+11,935
| New | +$676K | 0.53% | 25 |
|