Smith Salley 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 | $457K | Hold |
7,370
| – | – | 0.03% | 178 |
|
|
2025
Q1 | $430K | Sell |
7,370
-250
| -3% | -$14.6K | 0.03% | 180 |
|
|
2024
Q4 | $475K | Buy |
7,620
+250
| +3% | +$15.6K | 0.03% | 172 |
|
|
2024
Q3 | $459K | Buy |
7,370
+40
| +0.5% | +$2.49K | 0.03% | 179 |
|
|
2024
Q2 | $429K | Buy |
7,330
+800
| +12% | +$46.8K | 0.03% | 175 |
|
|
2024
Q1 | $397K | Sell |
6,530
-6,160
| -49% | -$374K | 0.03% | 181 |
|
|
2023
Q4 | $703K | Sell |
12,690
-1,040
| -8% | -$57.6K | 0.05% | 159 |
|
|
2023
Q3 | $685K | Buy |
13,730
+275
| +2% | +$13.7K | 0.05% | 151 |
|
|
2023
Q2 | $704K | Buy |
13,455
+3,435
| +34% | +$180K | 0.05% | 145 |
|
|
2023
Q1 | $501K | Buy |
10,020
+115
| +1% | +$5.75K | 0.04% | 170 |
|
|
2022
Q4 | $479K | Sell |
9,905
-300
| -3% | -$14.5K | 0.04% | 166 |
|
|
2022
Q3 | $447K | Buy |
+10,205
| New | +$447K | 0.04% | 168 |
|
|
2022
Q2 | – | Sell |
-4,215
| Closed | -$226K | – | 234 |
|
|
2022
Q1 | $226K | Sell |
4,215
-520
| -11% | -$27.9K | 0.02% | 223 |
|
|
2021
Q4 | $268K | Buy |
4,735
+500
| +12% | +$28.3K | 0.02% | 220 |
|
|
2021
Q3 | $223K | Sell |
4,235
-4,155
| -50% | -$219K | 0.02% | 232 |
|
|
2021
Q2 | $451K | Buy |
8,390
+3,035
| +57% | +$163K | 0.04% | 188 |
|
|
2021
Q1 | $279K | Buy |
+5,355
| New | +$279K | 0.03% | 212 |
|
|
2018
Q1 | – | Sell |
-6,270
| Closed | -$238K | – | 180 |
|
|
2017
Q4 | $238K | Hold |
6,270
| – | – | 0.04% | 164 |
|
|
2017
Q3 | $224K | Buy |
+6,270
| New | +$224K | 0.04% | 160 |
|
|
2017
Q2 | – | Sell |
-6,330
| Closed | -$217K | – | 173 |
|
|
2017
Q1 | $217K | Buy |
+6,330
| New | +$217K | 0.04% | 162 |
|