Wealth Architects’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 | $207K | Sell |
3,340
-175
| -5% | -$10.9K | 0.02% | 217 |
|
|
2025
Q1 | $205K | Buy |
+3,515
| New | +$205K | 0.02% | 222 |
|
|
2024
Q1 | – | Sell |
-4,095
| Closed | -$227K | – | 211 |
|
|
2023
Q4 | $227K | Sell |
4,095
-1,050
| -20% | -$58.2K | 0.03% | 177 |
|
|
2023
Q3 | $257K | Buy |
+5,145
| New | +$257K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-7,495
| Closed | -$402K | – | 192 |
|
|
2022
Q1 | $402K | Buy |
7,495
+220
| +3% | +$11.8K | 0.07% | 130 |
|
|
2021
Q4 | $412K | Sell |
7,275
-80
| -1% | -$4.53K | 0.07% | 128 |
|
|
2021
Q3 | $387K | Sell |
7,355
-1,570
| -18% | -$82.6K | 0.08% | 120 |
|
|
2021
Q2 | $480K | Buy |
+8,925
| New | +$480K | 0.09% | 97 |
|
|
2020
Q1 | – | Sell |
-5,205
| Closed | -$214K | – | 138 |
|
|
2019
Q4 | $214K | Buy |
+5,205
| New | +$214K | 0.06% | 127 |
|