Sterling 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 | $200K | Buy |
+3,226
| New | +$200K | 0.07% | 109 |
|
|
2024
Q4 | $203K | Sell |
3,265
-95
| -3% | -$5.92K | 0.08% | 104 |
|
|
2024
Q3 | $209K | Sell |
3,360
-440
| -12% | -$27.4K | 0.08% | 109 |
|
|
2024
Q2 | $222K | Sell |
3,800
-485
| -11% | -$28.4K | 0.11% | 96 |
|
|
2024
Q1 | $260K | Buy |
4,285
+365
| +9% | +$22.2K | 0.13% | 83 |
|
|
2023
Q4 | $217K | Buy |
+3,920
| New | +$217K | 0.12% | 88 |
|