Taylor & Morgan Wealth Management’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 | $1.46M | Sell |
23,489
-337
| -1% | -$20.9K | 0.98% | 19 |
|
|
2025
Q1 | $1.39M | Sell |
23,826
-885
| -4% | -$51.6K | 1.05% | 18 |
|
|
2024
Q4 | $1.54M | Sell |
24,711
-2,239
| -8% | -$140K | 1.08% | 18 |
|
|
2024
Q3 | $1.68M | Hold |
26,950
| – | – | 1.13% | 17 |
|
|
2024
Q2 | $1.58M | Sell |
26,950
-379
| -1% | -$22.2K | 1.12% | 17 |
|
|
2024
Q1 | $1.66M | Buy |
27,329
+699
| +3% | +$42.5K | 1.22% | 17 |
|
|
2023
Q4 | $1.48M | Sell |
26,630
-225
| -0.8% | -$12.5K | 1.17% | 16 |
|
|
2023
Q3 | $1.34M | Buy |
26,855
+65
| +0.2% | +$3.24K | 1.21% | 15 |
|
|
2023
Q2 | $1.4M | Buy |
26,790
+910
| +4% | +$47.6K | 1.15% | 16 |
|
|
2023
Q1 | $1.29M | Buy |
25,880
+3,995
| +18% | +$200K | 1.13% | 19 |
|
|
2022
Q4 | $1.06M | Buy |
21,885
+5
| +0% | +$242 | 1% | 21 |
|
|
2022
Q3 | $960K | Sell |
21,880
-17,945
| -45% | -$787K | 0.96% | 21 |
|
|
2022
Q2 | $1.8M | Buy |
39,825
+1,445
| +4% | +$65.4K | 1.71% | 13 |
|
|
2022
Q1 | $2.06M | Buy |
38,380
+4,105
| +12% | +$220K | 1.69% | 14 |
|
|
2021
Q4 | $1.94M | Buy |
+34,275
| New | +$1.94M | 1.57% | 16 |
|