Wallace Advisory Group’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 | $607K | Hold |
10,407
| – | – | 0.44% | 61 |
|
|
2025
Q1 | $648K | Buy |
10,407
+470
| +5% | +$29.3K | 0.45% | 59 |
|
|
2024
Q4 | $619K | Hold |
9,937
| – | – | 0.43% | 59 |
|
|
2024
Q3 | $581K | Hold |
9,937
| – | – | 0.43% | 54 |
|
|
2024
Q2 | $581K | Buy |
9,937
+7,824
| +370% | +$458K | 0.42% | 55 |
|
|
2024
Q1 | $586K | Sell |
2,113
-8,452
| -80% | -$2.34M | 0.44% | 58 |
|
|
2023
Q4 | $527K | Sell |
10,565
-170
| -2% | -$8.48K | 0.41% | 57 |
|
|
2023
Q3 | $561K | Buy |
10,735
+5,525
| +106% | +$289K | 0.4% | 55 |
|
|
2023
Q2 | $261K | Hold |
5,210
| – | – | 0.2% | 132 |
|
|
2023
Q1 | $261K | Hold |
5,210
| – | – | 0.2% | 132 |
|
|
2022
Q4 | $252K | Buy |
+5,210
| New | +$252K | 0.2% | 122 |
|