Tower Wealth Partners’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 | $15.8M | Buy |
254,800
+5,641
| +2% | +$350K | 9.34% | 5 |
|
|
2025
Q1 | $14.5M | Buy |
249,159
+1,106
| +0.4% | +$64.5K | 7.77% | 5 |
|
|
2024
Q4 | $15.5M | Sell |
248,053
-990
| -0.4% | -$61.7K | 8.09% | 5 |
|
|
2024
Q3 | $15.5M | Buy |
249,043
+447
| +0.2% | +$27.9K | 9.03% | 2 |
|
|
2024
Q2 | $14.5M | Sell |
248,596
-3,257
| -1% | -$191K | 8.98% | 3 |
|
|
2024
Q1 | $15.3M | Buy |
251,853
+1,973
| +0.8% | +$120K | 9.93% | 2 |
|
|
2023
Q4 | $13.9M | Sell |
249,880
-4,425
| -2% | -$245K | 9.79% | 2 |
|
|
2023
Q3 | $12.7M | Sell |
254,305
-260
| -0.1% | -$13K | 10.42% | 2 |
|
|
2023
Q2 | $13.3M | Buy |
254,565
+75
| +0% | +$3.92K | 10.67% | 2 |
|
|
2023
Q1 | $12.7M | Buy |
254,490
+2,360
| +0.9% | +$118K | 10.64% | 3 |
|
|
2022
Q4 | $12.2M | Buy |
252,130
+3,335
| +1% | +$161K | 10.62% | 3 |
|
|
2022
Q3 | $12.1M | Buy |
248,795
+12,200
| +5% | +$592K | 11.46% | 3 |
|
|
2022
Q2 | $10.7M | Buy |
+236,595
| New | +$10.7M | 14.22% | 2 |
|