SteelPeak 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 | $913K | Sell |
14,728
-304
| -2% | -$18.9K | 0.04% | 266 |
|
|
2025
Q1 | $877K | Sell |
15,032
-227
| -1% | -$13.2K | 0.04% | 263 |
|
|
2024
Q4 | $951K | Sell |
15,259
-2,565
| -14% | -$160K | 0.04% | 242 |
|
|
2024
Q3 | $1.11M | Buy |
17,824
+3,598
| +25% | +$224K | 0.05% | 209 |
|
|
2024
Q2 | $832K | Buy |
14,226
+440
| +3% | +$25.7K | 0.04% | 236 |
|
|
2024
Q1 | $837K | Sell |
13,786
-359
| -3% | -$21.8K | 0.04% | 232 |
|
|
2023
Q4 | $784K | Sell |
14,145
-52,575
| -79% | -$2.91M | 0.05% | 224 |
|
|
2023
Q3 | $3.34M | Buy |
66,720
+53,080
| +389% | +$2.66M | 0.21% | 99 |
|
|
2023
Q2 | $713K | Buy |
+13,640
| New | +$713K | 0.04% | 202 |
|
|
2020
Q1 | – | Sell |
-63,090
| Closed | -$2.6M | – | 247 |
|
|
2019
Q4 | $2.6M | Buy |
+63,090
| New | +$2.6M | 0.36% | 66 |
|