Wealthstream Advisors’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 | $1.34M | Sell |
21,567
-181
| -0.8% | -$11.2K | 0.22% | 38 |
|
|
2025
Q1 | $1.27M | Sell |
21,748
-715
| -3% | -$41.7K | 0.24% | 34 |
|
|
2024
Q4 | $1.4M | Hold |
22,463
| – | – | 0.26% | 32 |
|
|
2024
Q3 | $1.4M | Hold |
22,463
| – | – | 0.25% | 31 |
|
|
2024
Q2 | $1.31M | Sell |
22,463
-1,481
| -6% | -$86.7K | 0.48% | 29 |
|
|
2024
Q1 | $1.45M | Buy |
23,944
+789
| +3% | +$47.9K | 0.55% | 27 |
|
|
2023
Q4 | $1.28M | Buy |
23,155
+15
| +0.1% | +$832 | 0.53% | 26 |
|
|
2023
Q3 | $1.15M | Hold |
23,140
| – | – | 0.6% | 23 |
|
|
2023
Q2 | $1.21M | Hold |
23,140
| – | – | 0.63% | 22 |
|
|
2023
Q1 | $1.16M | Sell |
23,140
-140
| -0.6% | -$7.01K | 0.69% | 21 |
|
|
2022
Q4 | $1.13M | Hold |
23,280
| – | – | 0.73% | 22 |
|
|
2022
Q3 | $1.02M | Hold |
23,280
| – | – | 1.1% | 16 |
|
|
2022
Q2 | $1.05M | Sell |
23,280
-505
| -2% | -$22.8K | 1.06% | 16 |
|
|
2022
Q1 | $1.28M | Sell |
23,785
-85
| -0.4% | -$4.56K | 1.12% | 17 |
|
|
2021
Q4 | $1.35M | Buy |
+23,870
| New | +$1.35M | 1.15% | 17 |
|