True Wealth Design’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 | $38.8K | Hold |
625
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $36.5K | Hold |
625
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $38.9K | Hold |
625
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $39K | Hold |
625
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $36.6K | Hold |
625
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $38K | Hold |
625
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $34.6K | Hold |
625
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $31.2K | Hold |
625
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $32.7K | Hold |
625
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $31.3K | Hold |
625
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $30.2K | Buy |
+625
| New | +$30.2K | 0.01% | 172 |
|