Tempus Wealth 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 | $1.18M | Buy |
19,058
+8
| +0% | +$496 | 0.29% | 92 |
|
|
2025
Q1 | $1.11M | Buy |
19,050
+2,131
| +13% | +$124K | 0.33% | 88 |
|
|
2024
Q4 | $1.05M | Buy |
16,919
+6,877
| +68% | +$429K | 0.32% | 89 |
|
|
2024
Q3 | $626K | Buy |
10,042
+2,984
| +42% | +$186K | 0.23% | 108 |
|
|
2024
Q2 | $413K | Sell |
7,058
-971
| -12% | -$56.8K | 0.17% | 124 |
|
|
2024
Q1 | $488K | Buy |
8,029
+1,494
| +23% | +$90.7K | 0.21% | 111 |
|
|
2023
Q4 | $362K | Buy |
+6,535
| New | +$362K | 0.16% | 132 |
|