Shelton Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $769K | Buy |
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|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $699K | Sell |
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|
2024
Q4 | $768K | Sell |
|
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|
2024
Q3 | $775K | Hold |
|
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|
2024
Q2 | $728K | Buy |
|
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|
2024
Q1 | $739K | Sell |
|
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|
2023
Q4 | $723K | Hold |
|
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $707K | Hold |
|
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|
2023
Q1 | $677K | Hold |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $599K | Hold |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $722K | Buy |
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|
2021
Q4 | $676K | Buy |
|