Triad 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 | $899K | Sell |
14,489
-6,089
| -30% | -$378K | 0.18% | 97 |
|
|
2025
Q1 | $1.2M | Sell |
20,578
-15,157
| -42% | -$884K | 0.37% | 47 |
|
|
2024
Q4 | $2.23M | Sell |
35,735
-61,094
| -63% | -$3.81M | 0.8% | 27 |
|
|
2024
Q3 | $6.03M | Sell |
96,829
-35,072
| -27% | -$2.19M | 3.21% | 7 |
|
|
2024
Q2 | $7.72M | Buy |
131,901
+21,198
| +19% | +$1.24M | 4.05% | 6 |
|
|
2024
Q1 | $6.72M | Buy |
+110,703
| New | +$6.72M | 5.16% | 6 |
|