Syntegra Private 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 | $547K | Buy |
8,824
+1,000
| +13% | +$62K | 0.06% | 86 |
|
|
2025
Q1 | $457K | Sell |
7,824
-1,133
| -13% | -$66.1K | 0.05% | 88 |
|
|
2024
Q4 | $558K | Buy |
8,957
+731
| +9% | +$45.6K | 0.06% | 72 |
|
|
2024
Q3 | $513K | Buy |
8,226
+12
| +0.1% | +$748 | 0.06% | 77 |
|
|
2024
Q2 | $481K | Sell |
8,214
-221
| -3% | -$12.9K | 0.06% | 75 |
|
|
2024
Q1 | $512K | Sell |
8,435
-145
| -2% | -$8.81K | 0.07% | 68 |
|
|
2023
Q4 | $476K | Sell |
8,580
-780
| -8% | -$43.2K | 0.07% | 66 |
|
|
2023
Q3 | $467K | Buy |
9,360
+2,815
| +43% | +$140K | 0.07% | 66 |
|
|
2023
Q2 | $342K | Sell |
6,545
-2,745
| -30% | -$144K | 0.05% | 92 |
|
|
2023
Q1 | $465K | Buy |
9,290
+470
| +5% | +$23.5K | 0.08% | 72 |
|
|
2022
Q4 | $427K | Buy |
+8,820
| New | +$427K | 0.09% | 65 |
|