Thrive 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 | $1.01M | Sell |
16,207
-3,434
| -17% | -$213K | 0.16% | 74 |
|
|
2025
Q1 | $1.15M | Sell |
19,641
-769
| -4% | -$44.9K | 0.22% | 51 |
|
|
2024
Q4 | $1.27M | Buy |
20,410
+566
| +3% | +$35.3K | 0.23% | 49 |
|
|
2024
Q3 | $1.24M | Sell |
19,844
-215
| -1% | -$13.4K | 0.23% | 54 |
|
|
2024
Q2 | $1.17M | Buy |
20,059
+1
| +0% | +$59 | 0.23% | 51 |
|
|
2024
Q1 | $1.22M | Sell |
20,058
-5,012
| -20% | -$304K | 0.25% | 48 |
|
|
2023
Q4 | $1.39M | Buy |
25,070
+5
| +0% | +$277 | 0.31% | 40 |
|
|
2023
Q3 | $1.25M | Sell |
25,065
-180
| -0.7% | -$8.98K | 0.33% | 41 |
|
|
2023
Q2 | $1.32M | Sell |
25,245
-400
| -2% | -$20.9K | 0.34% | 37 |
|
|
2023
Q1 | $1.28M | Buy |
25,645
+9,830
| +62% | +$492K | 0.33% | 35 |
|
|
2022
Q4 | $765K | Sell |
15,815
-30
| -0.2% | -$1.45K | 0.22% | 56 |
|
|
2022
Q3 | $695K | Buy |
15,845
+1,050
| +7% | +$46.1K | 0.24% | 55 |
|
|
2022
Q2 | $669K | Buy |
+14,795
| New | +$669K | 0.23% | 52 |
|