West Branch 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 | $24.2K | Sell |
390
-287
| -42% | -$17.8K | 0.01% | 197 |
|
|
2025
Q1 | $39.5K | Hold |
677
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $42.2K | Sell |
677
-365
| -35% | -$22.7K | 0.01% | 162 |
|
|
2024
Q3 | $64.9K | Buy |
1,042
+28
| +3% | +$1.75K | 0.02% | 143 |
|
|
2024
Q2 | $59.4K | Buy |
1,014
+1
| +0.1% | +$59 | 0.02% | 149 |
|
|
2024
Q1 | $61.5K | Sell |
1,013
-1,072
| -51% | -$65.1K | 0.02% | 150 |
|
|
2023
Q4 | $116K | Buy |
2,085
+15
| +0.7% | +$832 | 0.05% | 105 |
|
|
2023
Q3 | $103K | Hold |
2,070
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $108K | Hold |
2,070
| – | – | 0.05% | 110 |
|
|
2023
Q1 | $103K | Buy |
2,070
+10
| +0.5% | +$500 | 0.06% | 113 |
|
|
2022
Q4 | $99.8K | Sell |
2,060
-895
| -30% | -$43.3K | 0.06% | 120 |
|
|
2022
Q3 | $130K | Buy |
2,955
+910
| +44% | +$40K | 0.08% | 97 |
|
|
2022
Q2 | $93K | Sell |
2,045
-45
| -2% | -$2.05K | 0.05% | 124 |
|
|
2022
Q1 | $112K | Sell |
2,090
-180
| -8% | -$9.65K | 0.05% | 118 |
|
|
2021
Q4 | $128K | Buy |
2,270
+5
| +0.2% | +$282 | 0.05% | 124 |
|
|
2021
Q3 | $119K | Sell |
2,265
-25
| -1% | -$1.31K | 0.06% | 121 |
|
|
2021
Q2 | $123K | Buy |
+2,290
| New | +$123K | 0.06% | 122 |
|
|
2018
Q4 | – | Sell |
-5,180
| Closed | -$208K | – | 80 |
|
|
2018
Q3 | $208K | Sell |
5,180
-430
| -8% | -$17.3K | 0.15% | 87 |
|
|
2018
Q2 | $218K | Buy |
+5,610
| New | +$218K | 0.17% | 82 |
|