TritonPoint 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
$1.35M Buy
21,763
+414
+2% +$25.7K 0.12% 135
2025
Q1
$1.25M Sell
21,349
-228
-1% -$13.3K 0.12% 138
2024
Q4
$1.34M Sell
21,577
-4,141
-16% -$258K 0.12% 129
2024
Q3
$1.6M Sell
25,718
-1,575
-6% -$98.1K 0.15% 125
2024
Q2
$1.6M Sell
27,293
-15,762
-37% -$922K 0.15% 122
2024
Q1
$2.47M Sell
43,055
-24,595
-36% -$1.41M 0.26% 92
2023
Q4
$3.75M Buy
+67,650
New +$3.75M 0.37% 71