Three Seasons Wealth’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 | $1.66M | Sell |
26,818
-2,141
| -7% | -$133K | 0.19% | 22 |
|
|
2025
Q1 | $1.69M | Sell |
28,959
-1,642
| -5% | -$95.8K | 0.84% | 21 |
|
|
2024
Q4 | $1.91M | Sell |
30,601
-3,280
| -10% | -$204K | 0.93% | 31 |
|
|
2024
Q3 | $2.11M | Sell |
33,881
-1,817
| -5% | -$113K | 1.11% | 21 |
|
|
2024
Q2 | $2.09M | Hold |
35,698
| – | – | 1.16% | 22 |
|
|
2024
Q1 | $2.13M | Sell |
35,698
-7
| -0% | -$417 | 1.49% | 24 |
|
|
2023
Q4 | $1.98M | Sell |
35,705
-1,285
| -3% | -$71.2K | 1.74% | 18 |
|
|
2023
Q3 | $1.85M | Buy |
+36,990
| New | +$1.85M | 1.83% | 11 |
|