Weinberger Asset 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 | $2.42M | Sell |
39,038
-730
| -2% | -$45.3K | 0.93% | 28 |
|
|
2025
Q1 | $2.32M | Sell |
39,768
-839
| -2% | -$49K | 1% | 28 |
|
|
2024
Q4 | $2.53M | Sell |
40,607
-946
| -2% | -$58.9K | 1.06% | 26 |
|
|
2024
Q3 | $2.59M | Sell |
41,553
-847
| -2% | -$52.8K | 1.1% | 26 |
|
|
2024
Q2 | $2.48M | Sell |
42,400
-75
| -0.2% | -$4.39K | 1.17% | 23 |
|
|
2024
Q1 | $2.58M | Sell |
42,475
-3,265
| -7% | -$198K | 1.25% | 22 |
|
|
2023
Q4 | $2.54M | Sell |
45,740
-3,165
| -6% | -$175K | 1.3% | 22 |
|
|
2023
Q3 | $2.44M | Sell |
48,905
-2,780
| -5% | -$139K | 1.39% | 22 |
|
|
2023
Q2 | $2.7M | Sell |
51,685
-2,930
| -5% | -$153K | 1.49% | 20 |
|
|
2023
Q1 | $2.73M | Sell |
54,615
-2,765
| -5% | -$138K | 1.59% | 20 |
|
|
2022
Q4 | $2.78M | Sell |
57,380
-10,470
| -15% | -$507K | 1.71% | 17 |
|
|
2022
Q3 | $2.98M | Sell |
67,850
-1,730
| -2% | -$75.9K | 2.06% | 15 |
|
|
2022
Q2 | $3.15M | Sell |
69,580
-975
| -1% | -$44.1K | 2.08% | 14 |
|
|
2022
Q1 | $3.79M | Sell |
70,555
-70
| -0.1% | -$3.76K | 3.24% | 10 |
|
|
2021
Q4 | $4M | Buy |
+70,625
| New | +$4M | 3.27% | 11 |
|