Western Wealth 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 | $13.1M | Sell |
211,823
-998
| -0.5% | -$61.9K | 0.78% | 26 |
|
|
2025
Q1 | $12.4M | Sell |
212,821
-4,837
| -2% | -$282K | 0.82% | 22 |
|
|
2024
Q4 | $13.6M | Buy |
217,658
+9,363
| +4% | +$583K | 0.88% | 21 |
|
|
2024
Q3 | $13M | Buy |
208,295
+4,473
| +2% | +$279K | 0.74% | 26 |
|
|
2024
Q2 | $11.9M | Sell |
203,822
-4,568
| -2% | -$267K | 0.88% | 24 |
|
|
2024
Q1 | $12.7M | Sell |
208,390
-6,290
| -3% | -$382K | 0.98% | 18 |
|
|
2023
Q4 | $11.9M | Buy |
214,680
+5,690
| +3% | +$315K | 0.86% | 19 |
|
|
2023
Q3 | $10.4M | Buy |
208,990
+3,540
| +2% | +$177K | 0.88% | 20 |
|
|
2023
Q2 | $10.7M | Sell |
205,450
-7,515
| -4% | -$393K | 0.92% | 19 |
|
|
2023
Q1 | $10.7M | Buy |
212,965
+360
| +0.2% | +$18K | 0.99% | 16 |
|
|
2022
Q4 | $10.3M | Sell |
212,605
-246,160
| -54% | -$11.9M | 1.05% | 14 |
|
|
2022
Q3 | $20.1M | Buy |
458,765
+13,790
| +3% | +$605K | 1.15% | 13 |
|
|
2022
Q2 | $20.1M | Sell |
444,975
-24,965
| -5% | -$1.13M | 1.16% | 13 |
|
|
2022
Q1 | $25.2M | Buy |
469,940
+216,715
| +86% | +$11.6M | 1.22% | 12 |
|
|
2021
Q4 | $14.3M | Buy |
+253,225
| New | +$14.3M | 1.41% | 10 |
|
|
2021
Q2 | $13.8M | Buy |
257,315
+29,355
| +13% | +$1.58M | 1.42% | 9 |
|
|
2021
Q1 | $11.9M | Sell |
227,960
-875
| -0.4% | -$45.6K | 1.6% | 9 |
|
|
2020
Q4 | $10.5M | Sell |
228,835
-28,890
| -11% | -$1.33M | 1.54% | 8 |
|
|
2020
Q3 | $9.55M | Sell |
257,725
-8,530
| -3% | -$316K | 1.56% | 8 |
|
|
2020
Q2 | $9.47M | Sell |
266,255
-8,635
| -3% | -$307K | 1.72% | 8 |
|
|
2020
Q1 | $7.9M | Sell |
274,890
-55
| -0% | -$1.58K | 1.81% | 10 |
|
|
2019
Q4 | $11.3M | Sell |
274,945
-14,290
| -5% | -$588K | 1.72% | 12 |
|
|
2019
Q3 | $11.2M | Sell |
289,235
-13,100
| -4% | -$506K | 2.33% | 8 |
|
|
2019
Q2 | $11.7M | Buy |
302,335
+6,030
| +2% | +$234K | 1.54% | 20 |
|
|
2019
Q1 | $11.2M | Sell |
296,305
-3,700
| -1% | -$140K | 2.5% | 7 |
|
|
2018
Q4 | $9.95M | Buy |
+300,005
| New | +$9.95M | 2.68% | 5 |
|