Westmount Partners’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 | $760K | Sell |
12,261
-272
| -2% | -$16.9K | 0.21% | 91 |
|
|
2025
Q1 | $731K | Buy |
12,533
+130
| +1% | +$7.59K | 0.22% | 95 |
|
|
2024
Q4 | $773K | Buy |
12,403
+27
| +0.2% | +$1.68K | 0.23% | 83 |
|
|
2024
Q3 | $771K | Buy |
12,376
+23
| +0.2% | +$1.43K | 0.23% | 87 |
|
|
2024
Q2 | $716K | Buy |
12,353
+18
| +0.1% | +$1.04K | 0.24% | 87 |
|
|
2024
Q1 | $749K | Buy |
12,335
+1,915
| +18% | +$116K | 0.27% | 77 |
|
|
2023
Q4 | $578K | Buy |
10,420
+75
| +0.7% | +$4.16K | 0.24% | 94 |
|
|
2023
Q3 | $516K | Buy |
10,345
+2,320
| +29% | +$116K | 0.23% | 100 |
|
|
2023
Q2 | $420K | Buy |
8,025
+10
| +0.1% | +$523 | 0.18% | 113 |
|
|
2023
Q1 | $401K | Buy |
8,015
+15
| +0.2% | +$751 | 0.19% | 114 |
|
|
2022
Q4 | $387K | Buy |
+8,000
| New | +$387K | 0.2% | 114 |
|