WealthPlan Investment Management’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 | $246K | Buy |
+3,971
| New | +$246K | 0.02% | 310 |
|
|
2023
Q2 | – | Sell |
-510
| Closed | -$25.5K | – | 416 |
|
|
2023
Q1 | $25.5K | Sell |
510
-25,145
| -98% | -$1.26M | ﹤0.01% | 283 |
|
|
2022
Q4 | $1.37M | Sell |
25,655
-9,300
| -27% | -$495K | 0.1% | 152 |
|
|
2022
Q3 | $1.73M | Buy |
+34,955
| New | +$1.73M | 0.13% | 124 |
|
|
2022
Q1 | $1.84M | Buy |
+36,985
| New | +$1.84M | 0.13% | 122 |
|