Transform 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
Q1 | $265K | Sell |
4,535
-790
| -15% | -$46.1K | 0.02% | 217 |
|
|
2024
Q4 | $332K | Buy |
5,325
+8
| +0.2% | +$498 | 0.02% | 208 |
|
|
2024
Q3 | $331K | Sell |
5,317
-1,209
| -19% | -$75.4K | 0.02% | 176 |
|
|
2024
Q2 | $382K | Sell |
6,526
-386
| -6% | -$22.6K | 0.03% | 160 |
|
|
2024
Q1 | $420K | Buy |
6,912
+1,942
| +39% | +$118K | 0.04% | 162 |
|
|
2023
Q4 | $275K | Buy |
4,970
+215
| +5% | +$11.9K | 0.03% | 213 |
|
|
2023
Q3 | $238K | Sell |
4,755
-2,875
| -38% | -$144K | 0.03% | 220 |
|
|
2023
Q2 | $399K | Sell |
7,630
-1,170
| -13% | -$61.2K | 0.04% | 193 |
|
|
2023
Q1 | $440K | Buy |
8,800
+3,555
| +68% | +$178K | 0.04% | 180 |
|
|
2022
Q4 | $254K | Buy |
+5,245
| New | +$254K | 0.03% | 201 |
|
|
2022
Q3 | – | Sell |
-18,220
| Closed | -$824K | – | 192 |
|
|
2022
Q2 | $824K | Buy |
18,220
+25
| +0.1% | +$1.13K | 0.12% | 99 |
|
|
2022
Q1 | $976K | Sell |
18,195
-745
| -4% | -$40K | 0.11% | 113 |
|
|
2021
Q4 | $1.07M | Sell |
18,940
-75
| -0.4% | -$4.25K | 0.11% | 109 |
|
|
2021
Q3 | $1M | Sell |
19,015
-47,325
| -71% | -$2.49M | 0.11% | 111 |
|
|
2021
Q2 | $3.57M | Sell |
66,340
-2,505
| -4% | -$135K | 0.44% | 71 |
|
|
2021
Q1 | $3.58M | Buy |
68,845
+60,485
| +724% | +$3.15M | 0.72% | 52 |
|
|
2020
Q4 | $384K | Sell |
8,360
-2,500
| -23% | -$115K | 0.08% | 166 |
|
|
2020
Q3 | $402K | Sell |
10,860
-6,760
| -38% | -$250K | 0.06% | 157 |
|
|
2020
Q2 | $627K | Sell |
17,620
-815
| -4% | -$29K | 0.11% | 131 |
|
|
2020
Q1 | $530K | Buy |
18,435
+5,305
| +40% | +$153K | 0.11% | 140 |
|
|
2019
Q4 | $541K | Buy |
+13,130
| New | +$541K | 0.09% | 156 |
|