Vanguard Personalized Indexing 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 | $1.03M | Buy |
16,531
+4,621
| +39% | +$287K | 0.01% | 864 |
|
|
2025
Q1 | $695K | Buy |
11,910
+420
| +4% | +$24.5K | 0.01% | 963 |
|
|
2024
Q4 | $716K | Sell |
11,490
-491
| -4% | -$30.6K | 0.01% | 941 |
|
|
2024
Q3 | $747K | Sell |
11,981
-926
| -7% | -$57.7K | 0.01% | 915 |
|
|
2024
Q2 | $755K | Buy |
12,907
+1,390
| +12% | +$81.3K | 0.01% | 814 |
|
|
2024
Q1 | $700K | Buy |
+11,517
| New | +$700K | 0.02% | 838 |
|
|
2023
Q2 | – | Sell |
-8,850
| Closed | -$443K | – | 1498 |
|
|
2023
Q1 | $443K | Buy |
+8,850
| New | +$443K | 0.02% | 935 |
|