Vertex Planning Partners’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 | $4.41M | Buy |
71,042
+1,290
| +2% | +$80K | 0.92% | 25 |
|
|
2025
Q1 | $4.07M | Buy |
69,752
+3,203
| +5% | +$187K | 0.89% | 27 |
|
|
2024
Q4 | $4.15M | Buy |
66,549
+61,678
| +1,266% | +$3.84M | 0.91% | 27 |
|
|
2024
Q3 | $304K | Hold |
4,871
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $285K | Sell |
4,871
-54
| -1% | -$3.16K | 0.07% | 127 |
|
|
2024
Q1 | $299K | Buy |
4,925
+335
| +7% | +$20.3K | 0.08% | 125 |
|
|
2023
Q4 | $255K | Sell |
4,590
-2,325
| -34% | -$129K | 0.08% | 134 |
|
|
2023
Q3 | $345K | Buy |
+6,915
| New | +$345K | 0.12% | 92 |
|