Tyler-Stone 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 | $2M | Buy |
32,310
+138
| +0.4% | +$8.56K | 0.32% | 62 |
|
|
2025
Q1 | $1.88M | Buy |
32,172
+571
| +2% | +$33.3K | 0.34% | 62 |
|
|
2024
Q4 | $1.97M | Buy |
31,601
+464
| +1% | +$28.9K | 0.35% | 57 |
|
|
2024
Q3 | $1.94M | Buy |
31,137
+16,959
| +120% | +$1.06M | 0.37% | 55 |
|
|
2024
Q2 | $830K | Buy |
14,178
+1,915
| +16% | +$112K | 0.34% | 51 |
|
|
2024
Q1 | $745K | Buy |
12,263
+1,078
| +10% | +$65.5K | 0.33% | 58 |
|
|
2023
Q4 | $620K | Buy |
11,185
+290
| +3% | +$16.1K | 0.31% | 68 |
|
|
2023
Q3 | $543K | Buy |
10,895
+285
| +3% | +$14.2K | 0.31% | 67 |
|
|
2023
Q2 | $555K | Buy |
+10,610
| New | +$555K | 0.31% | 69 |
|
|
2022
Q4 | $460K | Buy |
9,500
+530
| +6% | +$25.7K | 0.31% | 70 |
|
|
2022
Q3 | $393K | Buy |
8,970
+510
| +6% | +$22.3K | 0.3% | 69 |
|
|
2022
Q2 | $383K | Sell |
8,460
-2,240
| -21% | -$101K | 0.26% | 81 |
|
|
2022
Q1 | $574K | Buy |
10,700
+695
| +7% | +$37.3K | 0.32% | 69 |
|
|
2021
Q4 | $566K | Buy |
+10,005
| New | +$566K | 0.3% | 72 |
|