Wealthspan 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 | $2.91M | Sell |
46,977
-9,711
| -17% | -$602K | 1.2% | 24 |
|
|
2025
Q1 | $3.31M | Sell |
56,688
-1,265
| -2% | -$73.8K | 1.53% | 18 |
|
|
2024
Q4 | $3.61M | Sell |
57,953
-66
| -0.1% | -$4.11K | 1.72% | 16 |
|
|
2024
Q3 | $3.62M | Sell |
58,019
-855
| -1% | -$53.3K | 1.78% | 14 |
|
|
2024
Q2 | $3.45M | Sell |
58,874
-1,043
| -2% | -$61K | 1.9% | 14 |
|
|
2024
Q1 | $3.64M | Sell |
59,917
-3,363
| -5% | -$204K | 2.14% | 12 |
|
|
2023
Q4 | $3.51M | Sell |
63,280
-8,575
| -12% | -$475K | 2.46% | 13 |
|
|
2023
Q3 | $3.58M | Sell |
71,855
-8,665
| -11% | -$432K | 2.83% | 12 |
|
|
2023
Q2 | $4.21M | Sell |
80,520
-5,395
| -6% | -$282K | 3.32% | 7 |
|
|
2023
Q1 | $4.3M | Buy |
85,915
+1,025
| +1% | +$51.3K | 3.67% | 6 |
|
|
2022
Q4 | $4.11M | Buy |
84,890
+1,390
| +2% | +$67.2K | 3.74% | 6 |
|
|
2022
Q3 | $3.66M | Sell |
83,500
-1,435
| -2% | -$62.9K | 3.79% | 6 |
|
|
2022
Q2 | $3.84M | Sell |
84,935
-735
| -0.9% | -$33.3K | 3.97% | 7 |
|
|
2022
Q1 | $4.6M | Buy |
85,670
+980
| +1% | +$52.6K | 4.17% | 7 |
|
|
2021
Q4 | $4.8M | Buy |
+84,690
| New | +$4.8M | 4.24% | 6 |
|