Strategic Wealth Investment Group’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
Q1 | – | Sell |
-3,506
| Closed | -$218K | – | 81 |
|
|
2024
Q4 | $218K | Buy |
3,506
+8
| +0.2% | +$498 | 0.02% | 127 |
|
|
2024
Q3 | $216K | Sell |
3,498
-391
| -10% | -$24.2K | 0.02% | 127 |
|
|
2024
Q2 | $225K | Buy |
+3,889
| New | +$225K | 0.03% | 128 |
|
|
2023
Q4 | $291K | Sell |
5,250
-545
| -9% | -$30.2K | 0.04% | 103 |
|
|
2023
Q3 | $289K | Buy |
5,795
+650
| +13% | +$32.4K | 0.05% | 86 |
|
|
2023
Q2 | $269K | Sell |
5,145
-800
| -13% | -$41.8K | 0.04% | 104 |
|
|
2023
Q1 | $297K | Buy |
+5,945
| New | +$297K | 0.06% | 107 |
|
|
2022
Q4 | – | Sell |
-5,090
| Closed | -$223K | – | 129 |
|
|
2022
Q3 | $223K | Buy |
+5,090
| New | +$223K | 0.06% | 100 |
|