Silvia McColl 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 | $4.02M | Buy |
64,772
+368
| +0.6% | +$22.8K | 2.92% | 5 |
|
|
2025
Q1 | $3.76M | Buy |
64,404
+1,263
| +2% | +$73.7K | 2.85% | 5 |
|
|
2024
Q4 | $3.93M | Buy |
63,141
+1,333
| +2% | +$83.1K | 2.95% | 5 |
|
|
2024
Q3 | $3.85M | Buy |
61,808
+41,348
| +202% | +$2.58M | 2.88% | 5 |
|
|
2024
Q2 | $1.2M | Sell |
20,460
-333
| -2% | -$19.5K | 0.99% | 25 |
|
|
2024
Q1 | $1.22M | Buy |
20,793
+143
| +0.7% | +$8.41K | 1.05% | 22 |
|
|
2023
Q4 | $1.14M | Buy |
20,650
+1,060
| +5% | +$58.8K | 1.03% | 20 |
|
|
2023
Q3 | $977K | Hold |
19,590
| – | – | 0.98% | 25 |
|
|
2023
Q2 | $1.02M | Hold |
19,590
| – | – | 0.95% | 27 |
|
|
2023
Q1 | $980K | Hold |
19,590
| – | – | 0.97% | 24 |
|
|
2022
Q4 | $948K | Buy |
+19,590
| New | +$948K | 0.93% | 28 |
|