Toth Financial Advisory’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 | $103K | Hold |
1,658
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $96.7K | Hold |
1,658
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $103K | Hold |
1,658
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $103K | Sell |
1,658
-37
| -2% | -$2.31K | 0.01% | 230 |
|
|
2024
Q2 | $99.2K | Hold |
1,695
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $103K | Sell |
1,695
-85
| -5% | -$5.16K | 0.01% | 237 |
|
|
2023
Q4 | $98.7K | Buy |
1,780
+85
| +5% | +$4.71K | 0.01% | 236 |
|
|
2023
Q3 | $84.5K | Buy |
1,695
+1,090
| +180% | +$54.4K | 0.01% | 225 |
|
|
2023
Q2 | $31.6K | Hold |
605
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $30.3K | Hold |
605
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $29.3K | Hold |
605
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $27K | Buy |
605
+495
| +450% | +$22.1K | ﹤0.01% | 346 |
|
|
2022
Q2 | $5K | Sell |
110
-250
| -69% | -$11.4K | ﹤0.01% | 503 |
|
|
2022
Q1 | $19K | Buy |
360
+250
| +227% | +$13.2K | ﹤0.01% | 393 |
|
|
2021
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $6K | Sell |
110
-15
| -12% | -$818 | ﹤0.01% | 538 |
|
|
2021
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 443 |
|
|
2020
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 422 |
|
|
2020
Q2 | $4K | Sell |
125
-105
| -46% | -$3.36K | ﹤0.01% | 416 |
|
|
2020
Q1 | $7K | Hold |
230
| – | – | ﹤0.01% | 297 |
|
|
2019
Q4 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 311 |
|