Summit Wealth & Retirement 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 | $245K | Hold |
3,955
| – | – | 0.07% | 87 |
|
|
2025
Q1 | $231K | Hold |
3,955
| – | – | 0.07% | 69 |
|
|
2024
Q4 | $246K | Hold |
3,955
| – | – | 0.08% | 67 |
|
|
2024
Q3 | $246K | Sell |
3,955
-1,320
| -25% | -$82.3K | 0.08% | 61 |
|
|
2024
Q2 | $309K | Hold |
5,275
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $320K | Hold |
5,275
| – | – | 0.11% | 50 |
|
|
2023
Q4 | $292K | Hold |
5,275
| – | – | 0.12% | 48 |
|
|
2023
Q3 | $263K | Hold |
5,275
| – | – | 0.11% | 52 |
|
|
2023
Q2 | $276K | Hold |
5,275
| – | – | 0.11% | 52 |
|
|
2023
Q1 | $264K | Hold |
5,275
| – | – | 0.1% | 92 |
|
|
2022
Q4 | $255K | Hold |
5,275
| – | – | 0.1% | 89 |
|
|
2022
Q3 | $231K | Hold |
5,275
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $239K | Buy |
+5,275
| New | +$239K | 0.09% | 104 |
|
|
2021
Q4 | – | Sell |
-5,275
| Closed | -$278K | – | 93 |
|
|
2021
Q3 | $278K | Buy |
+5,275
| New | +$278K | 0.1% | 77 |
|