Summit Wealth 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
Q2 | $259K | Buy |
4,183
+333
| +9% | +$20.6K | 0.07% | 99 |
|
|
2025
Q1 | $225K | Hold |
3,850
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $240K | Hold |
3,850
| – | – | 0.07% | 87 |
|
|
2024
Q3 | $240K | Hold |
3,850
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $225K | Buy |
+3,850
| New | +$225K | 0.07% | 90 |
|
|
2023
Q3 | – | Sell |
-3,850
| Closed | -$201K | – | 52 |
|
|
2023
Q2 | $201K | Sell |
3,850
-959,265
| -100% | -$50.1M | 0.08% | 75 |
|
|
2023
Q1 | $1K | Buy |
+963,115
| New | +$1K | 0.02% | 124 |
|
|
2021
Q4 | – | Sell |
-3,850
| Closed | -$203K | – | 38 |
|
|
2021
Q3 | $203K | Buy |
+3,850
| New | +$203K | 0.32% | 43 |
|