Total Clarity 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 | – | Sell |
-4,286
| Closed | -$267K | – | 308 |
|
|
2025
Q1 | $267K | Hold |
4,286
| – | – | 0.09% | 208 |
|
|
2024
Q4 | $267K | Hold |
4,286
| – | – | 0.09% | 209 |
|
|
2024
Q3 | $267K | Sell |
4,286
-396
| -8% | -$24.7K | 0.09% | 210 |
|
|
2024
Q2 | $274K | Sell |
4,682
-365
| -7% | -$21.4K | 0.1% | 196 |
|
|
2024
Q1 | $307K | Buy |
+5,047
| New | +$307K | 0.11% | 200 |
|
|
2023
Q1 | – | Sell |
-5,605
| Closed | -$271K | – | 216 |
|
|
2022
Q4 | $271K | Buy |
5,605
+1,000
| +22% | +$48.4K | 0.14% | 172 |
|
|
2022
Q3 | $202K | Buy |
4,605
+1,400
| +44% | +$61.4K | 0.13% | 218 |
|
|
2022
Q2 | $145K | Buy |
+3,205
| New | +$145K | 0.08% | 262 |
|
|
2022
Q1 | – | Sell |
-1,900
| Closed | -$108K | – | 533 |
|
|
2021
Q4 | $108K | Hold |
1,900
| – | – | 0.05% | 298 |
|
|
2021
Q3 | $100K | Buy |
+1,900
| New | +$100K | 0.05% | 304 |
|
|
2021
Q2 | – | Sell |
-1,950
| Closed | -$102K | – | 435 |
|
|
2021
Q1 | $102K | Buy |
+1,950
| New | +$102K | 0.06% | 238 |
|
|
2020
Q1 | – | Sell |
-1,780
| Closed | -$73K | – | 331 |
|
|
2019
Q4 | $73K | Buy |
+1,780
| New | +$73K | 0.05% | 215 |
|