WealthShield Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthShield Partners’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Sell	19,484 -764	-4%	-$47.4K	0.15%	158
2025 Q1	$1.18M	Buy	20,248 +6,359	+46%	+$371K	0.15%	146
2024 Q4	$865K	Sell	13,889 -6,314	-31%	-$393K	0.12%	167
2024 Q3	$1.26M	Buy	20,203 +5,420	+37%	+$338K	0.17%	135
2024 Q2	$865K	Sell	14,783 -78	-0.5%	-$4.57K	0.13%	161
2024 Q1	$903K	Sell	14,861 -5,364	-27%	-$326K	0.15%	150
2023 Q4	$1.12M	Sell	20,225 -27,635	-58%	-$1.53M	0.18%	135
2023 Q3	$2.4M	Buy	47,860 +23,275	+95%	+$1.17M	0.36%	73
2023 Q2	$1.29M	Sell	24,585 -1,515	-6%	-$79.2K	0.19%	126
2023 Q1	$1.31M	Buy	26,100 +35	+0.1%	+$1.75K	0.21%	123
2022 Q4	$1.26M	Buy	26,065 +4,490	+21%	+$217K	0.24%	113
2022 Q3	$946K	Buy	21,575 +185	+0.9%	+$8.11K	0.19%	133
2022 Q2	$968K	Buy	21,390 +20	+0.1%	+$905	0.19%	133
2022 Q1	$1.15M	Sell	21,370 -14,380	-40%	-$772K	0.18%	130
2021 Q4	$2.02M	Buy	35,750 +25,900	+263%	+$1.47M	0.34%	66
2021 Q3	$519K	Sell	9,850 -26,505	-73%	-$1.4M	0.14%	137
2021 Q2	$1.95M	Sell	36,355 -1,780	-5%	-$95.7K	0.31%	64
2021 Q1	$1.99M	Sell	38,135 -12,910	-25%	-$672K	0.36%	69
2020 Q4	$2.35M	Buy	51,045 +40,335	+377%	+$1.85M	0.43%	59
2020 Q3	$397K	Buy	10,710 +245	+2%	+$9.08K	0.14%	159
2020 Q2	$372K	Sell	10,465 -5,735	-35%	-$204K	0.17%	134
2020 Q1	$466K	Sell	16,200 -21,500	-57%	-$618K	0.29%	77
2019 Q4	$1.55M	Sell	37,700 -2,935	-7%	-$121K	0.76%	27
2019 Q3	$1.57M	Sell	40,635 -5,705	-12%	-$220K	0.83%	25
2019 Q2	$1.8M	Buy	46,340 +790	+2%	+$30.7K	1.04%	24
2019 Q1	$1.73M	Sell	45,550 -2,370	-5%	-$89.8K	0.96%	22
2018 Q4	$1.59M	Buy	47,920 +12,760	+36%	+$424K	1.08%	24
2018 Q3	$1.42M	Buy	35,160 +4,650	+15%	+$188K	0.81%	25
2018 Q2	$1.19M	Buy	30,510 +3,685	+14%	+$144K	0.73%	29
2018 Q1	$1.01M	Buy	26,825 +5,845	+28%	+$219K	0.64%	29
2017 Q4	$804K	Buy	+20,980	New	+$804K	0.49%	42