Sound Income Strategies’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 | $164K | Buy |
2,644
+434
| +20% | +$26.9K | 0.01% | 308 |
|
|
2025
Q1 | $129K | Buy |
2,210
+962
| +77% | +$56.1K | 0.01% | 358 |
|
|
2024
Q4 | $77.8K | Sell |
1,248
-2,481
| -67% | -$155K | ﹤0.01% | 391 |
|
|
2024
Q3 | $232K | Sell |
3,729
-4,625
| -55% | -$288K | 0.02% | 224 |
|
|
2024
Q2 | $489K | Buy |
8,354
+8,159
| +4,184% | +$477K | 0.03% | 162 |
|
|
2024
Q1 | $11.8K | Sell |
195
-665
| -77% | -$40.4K | ﹤0.01% | 713 |
|
|
2023
Q4 | $47.7K | Buy |
860
+395
| +85% | +$21.9K | ﹤0.01% | 413 |
|
|
2023
Q3 | $23.2K | Buy |
465
+455
| +4,550% | +$22.7K | ﹤0.01% | 413 |
|
|
2023
Q2 | $523 | Sell |
10
-20
| -67% | -$1.05K | ﹤0.01% | 1034 |
|
|
2023
Q1 | $1.5K | Sell |
30
-15
| -33% | -$750 | ﹤0.01% | 881 |
|
|
2022
Q4 | $2.18K | Hold |
45
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $2K | Sell |
45
-115
| -72% | -$5.11K | ﹤0.01% | 706 |
|
|
2022
Q2 | $7K | Buy |
160
+50
| +45% | +$2.19K | ﹤0.01% | 528 |
|
|
2022
Q1 | $6K | Sell |
110
-480
| -81% | -$26.2K | ﹤0.01% | 568 |
|
|
2021
Q4 | $33K | Buy |
590
+480
| +436% | +$26.8K | ﹤0.01% | 291 |
|
|
2021
Q3 | $6K | Sell |
110
-165
| -60% | -$9K | ﹤0.01% | 542 |
|
|
2021
Q2 | $15K | Buy |
275
+45
| +20% | +$2.46K | ﹤0.01% | 402 |
|
|
2021
Q1 | $12K | Hold |
230
| – | – | ﹤0.01% | 447 |
|
|
2020
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $8K | Sell |
230
-350
| -60% | -$12.2K | ﹤0.01% | 427 |
|
|
2020
Q1 | $17K | Hold |
580
| – | – | 0.01% | 272 |
|
|
2019
Q4 | $24K | Hold |
580
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $22K | Buy |
580
+165
| +40% | +$6.26K | 0.01% | 207 |
|
|
2019
Q2 | $16K | Sell |
415
-170
| -29% | -$6.55K | 0.01% | 256 |
|
|
2019
Q1 | $22K | Sell |
585
-1,020
| -64% | -$38.4K | 0.01% | 215 |
|
|
2018
Q4 | $53K | Sell |
1,605
-60
| -4% | -$1.98K | 0.03% | 122 |
|
|
2018
Q3 | $67K | Sell |
1,665
-15
| -0.9% | -$604 | 0.03% | 109 |
|
|
2018
Q2 | $65K | Buy |
1,680
+40
| +2% | +$1.55K | 0.04% | 93 |
|
|
2018
Q1 | $62K | Buy |
1,640
+905
| +123% | +$34.2K | 0.04% | 100 |
|
|
2017
Q4 | $27K | Buy |
+735
| New | +$27K | 0.02% | 123 |
|