Sterling Financial Planning’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 | $4.43M | Sell |
71,504
-257
| -0.4% | -$15.9K | 1.48% | 20 |
|
|
2025
Q1 | $4.19M | Sell |
71,761
-971
| -1% | -$56.7K | 1.52% | 20 |
|
|
2024
Q4 | $4.53M | Buy |
72,732
+643
| +0.9% | +$40.1K | 1.67% | 16 |
|
|
2024
Q3 | $4.49M | Sell |
72,089
-1,186
| -2% | -$73.9K | 1.66% | 18 |
|
|
2024
Q2 | $4.29M | Sell |
73,275
-5,109
| -7% | -$299K | 1.74% | 16 |
|
|
2024
Q1 | $4.76M | Sell |
78,384
-3,731
| -5% | -$227K | 1.93% | 14 |
|
|
2023
Q4 | $4.55M | Sell |
82,115
-1,935
| -2% | -$107K | 1.97% | 12 |
|
|
2023
Q3 | $4.19M | Sell |
84,050
-2,620
| -3% | -$131K | 2.15% | 12 |
|
|
2023
Q2 | $4.53M | Sell |
86,670
-3,380
| -4% | -$177K | 2.25% | 12 |
|
|
2023
Q1 | $4.51M | Sell |
90,050
-10,925
| -11% | -$547K | 2.45% | 11 |
|
|
2022
Q4 | $4.89M | Sell |
100,975
-2,740
| -3% | -$133K | 2.92% | 9 |
|
|
2022
Q3 | $4.55M | Sell |
103,715
-1,490
| -1% | -$65.3K | 3.19% | 8 |
|
|
2022
Q2 | $4.76M | Sell |
105,205
-2,055
| -2% | -$93K | 3.35% | 8 |
|
|
2022
Q1 | $5.76M | Sell |
107,260
-4,715
| -4% | -$253K | 3.62% | 8 |
|
|
2021
Q4 | $6.34M | Sell |
111,975
-4,935
| -4% | -$279K | 3.96% | 7 |
|
|
2021
Q3 | $6.15M | Sell |
116,910
-2,480
| -2% | -$130K | 3.92% | 7 |
|
|
2021
Q2 | $6.42M | Sell |
119,390
-6,705
| -5% | -$360K | 4.17% | 7 |
|
|
2021
Q1 | $6.56M | Sell |
126,095
-20,400
| -14% | -$1.06M | 4.68% | 6 |
|
|
2020
Q4 | $6.73M | Buy |
+146,495
| New | +$6.73M | 5.42% | 5 |
|