TriaGen 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 | – | Sell |
-12,100
| Closed | -$706K | – | 184 |
|
|
2025
Q1 | $706K | Buy |
12,100
+2,007
| +20% | +$117K | 0.25% | 81 |
|
|
2024
Q4 | $629K | Buy |
10,093
+1,808
| +22% | +$113K | 0.21% | 89 |
|
|
2024
Q3 | $516K | Buy |
8,285
+1,428
| +21% | +$89K | 0.17% | 107 |
|
|
2024
Q2 | $401K | Buy |
6,857
+2,968
| +76% | +$174K | 0.16% | 114 |
|
|
2024
Q1 | $236K | Buy |
+3,889
| New | +$236K | 0.1% | 147 |
|