Strategic Wealth Partners’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 | $63.4K | Buy |
+1,022
| New | +$63.4K | 0.01% | 455 |
|
|
2019
Q4 | – | Sell |
-2,530
| Closed | -$43.5K | – | 302 |
|
|
2019
Q3 | $43.5K | Sell |
2,530
-650
| -20% | -$11.2K | 0.22% | 91 |
|
|
2019
Q2 | $123K | Sell |
3,180
-3,320
| -51% | -$128K | 0.06% | 161 |
|
|
2019
Q1 | $248K | Buy |
6,500
+1,880
| +41% | +$71.7K | 0.11% | 128 |
|
|
2018
Q4 | $163K | Buy |
4,620
+455
| +11% | +$16.1K | 0.08% | 143 |
|
|
2018
Q3 | $168K | Sell |
4,165
-310
| -7% | -$12.5K | 0.09% | 143 |
|
|
2018
Q2 | $174K | Buy |
4,475
+4,210
| +1,589% | +$164K | 0.1% | 152 |
|
|
2018
Q1 | $10K | Sell |
265
-460
| -63% | -$17.4K | 0.01% | 534 |
|
|
2017
Q4 | $27K | Buy |
+725
| New | +$27K | 0.02% | 282 |
|