Watershed Private Wealth’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 | $1.22M | Sell |
19,608
-1,159
| -6% | -$71.9K | 0.44% | 37 |
|
|
2025
Q1 | $1.21M | Buy |
20,767
+2,874
| +16% | +$168K | 0.48% | 38 |
|
|
2024
Q4 | $1.11M | Sell |
17,893
-3,352
| -16% | -$209K | 0.43% | 42 |
|
|
2024
Q3 | $1.32M | Sell |
21,245
-2,905
| -12% | -$181K | 0.53% | 37 |
|
|
2024
Q2 | $1.41M | Sell |
24,150
-1,560
| -6% | -$91.3K | 0.6% | 33 |
|
|
2024
Q1 | $1.56M | Sell |
25,710
-83,775
| -77% | -$5.09M | 0.69% | 32 |
|
|
2023
Q4 | $6.07M | Buy |
109,485
+790
| +0.7% | +$43.8K | 3.35% | 3 |
|
|
2023
Q3 | $5.42M | Sell |
108,695
-740
| -0.7% | -$36.9K | 3.34% | 3 |
|
|
2023
Q2 | $5.72M | Sell |
109,435
-6,350
| -5% | -$332K | 3.46% | 3 |
|
|
2023
Q1 | $5.79M | Sell |
115,785
-275
| -0.2% | -$13.8K | 3.92% | 3 |
|
|
2022
Q4 | $5.61M | Buy |
+116,060
| New | +$5.61M | 4.26% | 3 |
|