Wedmont Private Capital’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 | $6.41M | Buy |
100,784
+729
| +0.7% | +$46.4K | 0.27% | 52 |
|
|
2025
Q1 | $5.44M | Buy |
100,055
+25,256
| +34% | +$1.37M | 0.28% | 54 |
|
|
2024
Q4 | $4.63M | Buy |
74,799
+2,612
| +4% | +$162K | 0.24% | 57 |
|
|
2024
Q3 | $4.46M | Buy |
72,187
+722
| +1% | +$44.7K | 0.25% | 55 |
|
|
2024
Q2 | $4.32M | Buy |
71,465
+2,581
| +4% | +$156K | 0.27% | 52 |
|
|
2024
Q1 | $4.13M | Buy |
68,884
+234
| +0.3% | +$14K | 0.3% | 47 |
|
|
2023
Q4 | $3.76M | Sell |
68,650
-3,625
| -5% | -$199K | 0.31% | 49 |
|
|
2023
Q3 | $3.57M | Buy |
72,275
+2,005
| +3% | +$98.9K | 0.36% | 45 |
|
|
2023
Q2 | $3.75M | Buy |
70,270
+220
| +0.3% | +$11.7K | 0.4% | 40 |
|
|
2023
Q1 | $3.46M | Sell |
70,050
-635
| -0.9% | -$31.3K | 0.46% | 37 |
|
|
2022
Q4 | $3.51M | Buy |
70,685
+42,335
| +149% | +$2.1M | 0.52% | 30 |
|
|
2022
Q3 | $1.24M | Buy |
28,350
+4,515
| +19% | +$198K | 0.25% | 65 |
|
|
2022
Q2 | $1.08M | Sell |
23,835
-25,730
| -52% | -$1.16M | 0.23% | 70 |
|
|
2022
Q1 | $2.67M | Buy |
49,565
+35,075
| +242% | +$1.89M | 0.6% | 31 |
|
|
2021
Q4 | $806K | Buy |
+14,490
| New | +$806K | 0.25% | 71 |
|