Trueblood 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 | $957K | Buy |
15,426
+1,470
| +11% | +$91.2K | 0.4% | 80 |
|
|
2025
Q1 | $814K | Buy |
13,956
+2,358
| +20% | +$138K | 0.38% | 91 |
|
|
2024
Q4 | $723K | Buy |
11,598
+4,622
| +66% | +$288K | 0.36% | 95 |
|
|
2024
Q3 | $435K | Buy |
6,976
+3,232
| +86% | +$201K | 0.22% | 136 |
|
|
2024
Q2 | $219K | Buy |
3,744
+90
| +2% | +$5.27K | 0.12% | 204 |
|
|
2024
Q1 | $222K | Sell |
3,654
-16
| -0.4% | -$972 | 0.13% | 204 |
|
|
2023
Q4 | $203K | Buy |
+3,670
| New | +$203K | 0.13% | 201 |
|