Wealth Effects’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 | $1.37M | Sell |
22,095
-3,365
| -13% | -$209K | 0.51% | 39 |
|
|
2025
Q1 | $1.49M | Sell |
25,460
-195
| -0.8% | -$11.4K | 0.62% | 36 |
|
|
2024
Q4 | $1.6M | Hold |
25,655
| – | – | 0.57% | 36 |
|
|
2024
Q3 | $1.6M | Hold |
25,655
| – | – | 0.56% | 40 |
|
|
2024
Q2 | $1.5M | Buy |
25,655
+400
| +2% | +$23.4K | 0.54% | 40 |
|
|
2024
Q1 | $1.53M | Buy |
25,255
+500
| +2% | +$30.4K | 0.57% | 40 |
|
|
2023
Q4 | $1.37M | Sell |
24,755
-1,850
| -7% | -$103K | 0.52% | 46 |
|
|
2023
Q3 | $1.33M | Hold |
26,605
| – | – | 0.66% | 32 |
|
|
2023
Q2 | $1.39M | Sell |
26,605
-55
| -0.2% | -$2.88K | 0.61% | 34 |
|
|
2023
Q1 | $1.33M | Sell |
26,660
-4,040
| -13% | -$202K | 0.68% | 35 |
|
|
2022
Q4 | $1.49M | Buy |
+30,700
| New | +$1.49M | 0.85% | 28 |
|