Simplicity Wealth’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 | $1.84M | Buy |
29,702
+4,433
| +18% | +$275K | 0.08% | 228 |
|
|
2025
Q1 | $1.47M | Buy |
25,269
+4,439
| +21% | +$259K | 0.11% | 196 |
|
|
2024
Q4 | $1.3M | Buy |
20,830
+10,899
| +110% | +$679K | 0.27% | 69 |
|
|
2024
Q3 | $619K | Sell |
9,931
-61,891
| -86% | -$3.86M | 0.06% | 261 |
|
|
2024
Q2 | $4.2M | Sell |
71,822
-920
| -1% | -$53.8K | 0.1% | 212 |
|
|
2024
Q1 | $4.42M | Buy |
+72,742
| New | +$4.42M | 0.11% | 194 |
|
|
2023
Q4 | – | Sell |
-7,465
| Closed | -$372K | – | 186 |
|
|
2023
Q3 | $372K | Buy |
+7,465
| New | +$372K | 0.22% | 53 |
|