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 |
|