WealthCare Investment 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 | $453K | Buy |
7,098
+22
| +0.3% | +$1.4K | 0.16% | 112 |
|
|
2025
Q1 | $379K | Buy |
7,076
+262
| +4% | +$14K | 0.16% | 107 |
|
|
2024
Q4 | $423K | Buy |
6,814
+29
| +0.4% | +$1.8K | 0.18% | 105 |
|
|
2024
Q3 | $420K | Buy |
6,785
+1,619
| +31% | +$100K | 0.18% | 100 |
|
|
2024
Q2 | $302K | Buy |
5,166
+478
| +10% | +$28K | 0.14% | 106 |
|
|
2024
Q1 | $285K | Sell |
4,688
-352
| -7% | -$21.4K | 0.14% | 109 |
|
|
2023
Q4 | $276K | Sell |
5,040
-375
| -7% | -$20.5K | 0.15% | 102 |
|
|
2023
Q3 | $266K | Sell |
5,415
-40
| -0.7% | -$1.97K | 0.16% | 95 |
|
|
2023
Q2 | $284K | Hold |
5,455
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $273K | Sell |
5,455
-370
| -6% | -$18.5K | 0.17% | 101 |
|
|
2022
Q4 | $282K | Sell |
5,825
-1,630
| -22% | -$78.8K | 0.19% | 91 |
|
|
2022
Q3 | $327K | Sell |
7,455
-1,075
| -13% | -$47.2K | 0.27% | 78 |
|
|
2022
Q2 | $386K | Buy |
8,530
+635
| +8% | +$28.7K | 0.33% | 69 |
|
|
2022
Q1 | $416K | Buy |
7,895
+680
| +9% | +$35.8K | 0.37% | 64 |
|
|
2021
Q4 | $409K | Buy |
+7,215
| New | +$409K | 0.4% | 60 |
|