TrueWealth Advisors’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 | $292K | Sell |
4,705
-103
| -2% | -$6.39K | 0.09% | 175 |
|
|
2025
Q1 | $281K | Buy |
4,808
+708
| +17% | +$41.3K | 0.09% | 170 |
|
|
2024
Q4 | $255K | Hold |
4,100
| – | – | 0.09% | 188 |
|
|
2024
Q3 | $256K | Sell |
4,100
-190
| -4% | -$11.8K | 0.09% | 186 |
|
|
2024
Q2 | $251K | Buy |
4,290
+465
| +12% | +$27.2K | 0.09% | 192 |
|
|
2024
Q1 | $232K | Sell |
3,825
-45
| -1% | -$2.73K | 0.09% | 186 |
|
|
2023
Q4 | $215K | Sell |
3,870
-820
| -17% | -$45.5K | 0.08% | 184 |
|
|
2023
Q3 | $234K | Buy |
+4,690
| New | +$234K | 0.1% | 165 |
|
|
2022
Q2 | – | Sell |
-3,660
| Closed | -$207K | – | 181 |
|
|
2022
Q1 | $207K | Hold |
3,660
| – | – | 0.09% | 170 |
|
|
2021
Q4 | $207K | Buy |
+3,660
| New | +$207K | 0.09% | 170 |
|