Wealth Management Partners’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 | $1.33M | Sell |
20,986
-276
| -1% | -$17.4K | 0.47% | 48 |
|
|
2025
Q1 | $1.24M | Sell |
21,262
-8
| -0% | -$467 | 0.57% | 37 |
|
|
2024
Q4 | $1.33M | Buy |
21,270
+341
| +2% | +$21.2K | 0.57% | 40 |
|
|
2024
Q3 | $1.3M | Buy |
20,929
+35
| +0.2% | +$2.18K | 0.6% | 35 |
|
|
2024
Q2 | $1.22M | Buy |
20,894
+14
| +0.1% | +$819 | 0.59% | 37 |
|
|
2024
Q1 | $1.27M | Sell |
20,880
-915
| -4% | -$55.6K | 0.64% | 35 |
|
|
2023
Q4 | $1.21M | Sell |
21,795
-295
| -1% | -$16.4K | 0.67% | 32 |
|
|
2023
Q3 | $1.1M | Sell |
22,090
-190
| -0.9% | -$9.48K | 0.69% | 30 |
|
|
2023
Q2 | $1.17M | Buy |
22,280
+955
| +4% | +$49.9K | 0.73% | 26 |
|
|
2023
Q1 | $1.07M | Buy |
21,325
+1,325
| +7% | +$66.3K | 0.75% | 29 |
|
|
2022
Q4 | $980K | Hold |
20,000
| – | – | 0.82% | 28 |
|
|
2022
Q3 | $919K | Sell |
20,000
-5,000
| -20% | -$230K | 0.81% | 30 |
|
|
2022
Q2 | $1M | Hold |
25,000
| – | – | 0.87% | 28 |
|
|
2022
Q1 | $1.35M | Hold |
25,000
| – | – | 0.96% | 24 |
|
|
2021
Q4 | $1.39M | Buy |
25,000
+430
| +2% | +$23.9K | 0.95% | 23 |
|
|
2021
Q3 | $1.29M | Sell |
24,570
-780
| -3% | -$41K | 0.96% | 27 |
|
|
2021
Q2 | $1.36M | Sell |
25,350
-1,255
| -5% | -$67.4K | 0.95% | 27 |
|
|
2021
Q1 | $1.4M | Sell |
26,605
-1,230
| -4% | -$64.9K | 1.05% | 23 |
|
|
2020
Q4 | $1.35M | Buy |
+27,835
| New | +$1.35M | 1.06% | 22 |
|