Towerpoint 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 | $2.34M | Buy |
37,666
+23,500
| +166% | +$1.46M | 1.04% | 21 |
|
|
2025
Q1 | $827K | Buy |
14,166
+5,888
| +71% | +$344K | 0.41% | 45 |
|
|
2024
Q4 | $516K | Sell |
8,278
-28
| -0.3% | -$1.75K | 0.25% | 49 |
|
|
2024
Q3 | $518K | Buy |
8,306
+202
| +2% | +$12.6K | 0.25% | 53 |
|
|
2024
Q2 | $474K | Sell |
8,104
-1,417
| -15% | -$82.9K | 0.24% | 52 |
|
|
2024
Q1 | $578K | Buy |
9,521
+331
| +4% | +$20.1K | 0.29% | 46 |
|
|
2023
Q4 | $510K | Sell |
9,190
-275
| -3% | -$15.2K | 0.28% | 49 |
|
|
2023
Q3 | $472K | Sell |
9,465
-770
| -8% | -$38.4K | 0.28% | 51 |
|
|
2023
Q2 | $535K | Sell |
10,235
-2,290
| -18% | -$120K | 0.3% | 49 |
|
|
2023
Q1 | $627K | Sell |
12,525
-1,150
| -8% | -$57.5K | 0.36% | 46 |
|
|
2022
Q4 | $662K | Sell |
13,675
-1,225
| -8% | -$59.3K | 0.38% | 43 |
|
|
2022
Q3 | $653K | Sell |
14,900
-2,200
| -13% | -$96.4K | 0.39% | 42 |
|
|
2022
Q2 | $774K | Buy |
+17,100
| New | +$774K | 0.46% | 42 |
|
|
2019
Q4 | – | Sell |
-2,660
| Closed | -$103K | – | 65 |
|
|
2019
Q3 | $103K | Buy |
+2,660
| New | +$103K | 0.07% | 57 |
|