The 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 | $2.72M | Sell |
43,932
-2,833
| -6% | -$176K | 0.69% | 20 |
|
|
2025
Q1 | $2.73M | Sell |
46,765
-3,562
| -7% | -$208K | 0.8% | 17 |
|
|
2024
Q4 | $3.14M | Sell |
50,327
-1,920
| -4% | -$120K | 0.91% | 13 |
|
|
2024
Q3 | $3.26M | Sell |
52,247
-538
| -1% | -$33.5K | 0.95% | 13 |
|
|
2024
Q2 | $3.09M | Buy |
52,785
+160
| +0.3% | +$9.36K | 0.93% | 13 |
|
|
2024
Q1 | $3.15M | Sell |
52,625
-3,175
| -6% | -$190K | 0.97% | 12 |
|
|
2023
Q4 | $3.06M | Buy |
+55,800
| New | +$3.06M | 1.01% | 12 |
|