Shira Ridge 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 | $337K | Hold |
5,436
| – | – | 0.15% | 60 |
|
|
2025
Q1 | $317K | Sell |
5,436
-188
| -3% | -$11K | 0.16% | 58 |
|
|
2024
Q4 | $350K | Buy |
5,624
+2
| +0% | +$125 | 0.17% | 60 |
|
|
2024
Q3 | $350K | Buy |
5,622
+218
| +4% | +$13.6K | 0.18% | 62 |
|
|
2024
Q2 | $316K | Buy |
5,404
+1
| +0% | +$59 | 0.18% | 63 |
|
|
2024
Q1 | $328K | Buy |
5,403
+53
| +1% | +$3.22K | 0.19% | 60 |
|
|
2023
Q4 | $296K | Sell |
5,350
-130
| -2% | -$7.2K | 0.18% | 64 |
|
|
2023
Q3 | $273K | Buy |
5,480
+945
| +21% | +$47.1K | 0.18% | 58 |
|
|
2023
Q2 | $237K | Buy |
4,535
+340
| +8% | +$17.8K | 0.15% | 61 |
|
|
2023
Q1 | $210K | Buy |
+4,195
| New | +$210K | 0.14% | 62 |
|