Waypoint Wealth Counsel’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 | $1.78M | Sell |
28,709
-2,591
| -8% | -$161K | 0.88% | 24 |
|
|
2025
Q1 | $1.83M | Sell |
31,300
-4,672
| -13% | -$273K | 1.15% | 20 |
|
|
2024
Q4 | $2.24M | Buy |
35,972
+116
| +0.3% | +$7.23K | 1.46% | 17 |
|
|
2024
Q3 | $2.23M | Buy |
35,856
+4,002
| +13% | +$249K | 1.5% | 16 |
|
|
2024
Q2 | $1.86M | Sell |
31,854
-429
| -1% | -$25.1K | 1.43% | 18 |
|
|
2024
Q1 | $1.96M | Buy |
32,283
+43
| +0.1% | +$2.61K | 1.51% | 17 |
|
|
2023
Q4 | $1.79M | Buy |
32,240
+165
| +0.5% | +$9.15K | 1.52% | 16 |
|
|
2023
Q3 | $1.6M | Sell |
32,075
-285
| -0.9% | -$14.2K | 1.51% | 16 |
|
|
2023
Q2 | $1.69M | Buy |
32,360
+180
| +0.6% | +$9.41K | 1.51% | 16 |
|
|
2023
Q1 | $1.61M | Sell |
32,180
-2,030
| -6% | -$102K | 1.25% | 19 |
|
|
2022
Q4 | $1.65M | Buy |
+34,210
| New | +$1.65M | 1.33% | 21 |
|