Tradition 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 | $432K | Sell |
6,960
-336
| -5% | -$20.8K | 0.03% | 286 |
|
|
2025
Q1 | $426K | Buy |
7,296
+263
| +4% | +$15.3K | 0.04% | 277 |
|
|
2024
Q4 | $438K | Sell |
7,033
-56
| -0.8% | -$3.49K | 0.04% | 272 |
|
|
2024
Q3 | $442K | Sell |
7,089
-377
| -5% | -$23.5K | 0.04% | 263 |
|
|
2024
Q2 | $437K | Buy |
7,466
+354
| +5% | +$20.7K | 0.04% | 253 |
|
|
2024
Q1 | $432K | Buy |
7,112
+2
| +0% | +$121 | 0.04% | 243 |
|
|
2023
Q4 | $394K | Sell |
7,110
-11,910
| -63% | -$660K | 0.04% | 234 |
|
|
2023
Q3 | $949K | Buy |
19,020
+12,680
| +200% | +$633K | 0.11% | 125 |
|
|
2023
Q2 | $332K | Buy |
6,340
+5
| +0.1% | +$262 | 0.04% | 233 |
|
|
2023
Q1 | $317K | Buy |
6,335
+1,600
| +34% | +$80.1K | 0.04% | 232 |
|
|
2022
Q4 | $229K | Buy |
4,735
+20
| +0.4% | +$967 | 0.03% | 251 |
|
|
2022
Q3 | $207K | Hold |
4,715
| – | – | 0.03% | 250 |
|
|
2022
Q2 | $213K | Buy |
4,715
+5
| +0.1% | +$226 | 0.03% | 250 |
|
|
2022
Q1 | $253K | Buy |
4,710
+5
| +0.1% | +$269 | 0.03% | 264 |
|
|
2021
Q4 | $266K | Buy |
4,705
+1,175
| +33% | +$66.4K | 0.03% | 263 |
|
|
2021
Q3 | $186K | Hold |
3,530
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $190K | Buy |
3,530
+5
| +0.1% | +$269 | 0.03% | 293 |
|
|
2021
Q1 | $183K | Hold |
3,525
| – | – | 0.03% | 258 |
|
|
2020
Q4 | $162K | Buy |
+3,525
| New | +$162K | 0.03% | 251 |
|