Westshore Wealth’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 | $216K | Hold |
3,487
| – | – | 0.08% | 89 |
|
|
2025
Q1 | $203K | Sell |
3,487
-78
| -2% | -$4.55K | 0.09% | 91 |
|
|
2024
Q4 | $222K | Hold |
3,565
| – | – | 0.09% | 84 |
|
|
2024
Q3 | $222K | Hold |
3,565
| – | – | 0.09% | 87 |
|
|
2024
Q2 | $209K | Hold |
3,565
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $217K | Buy |
+3,565
| New | +$217K | 0.09% | 92 |
|
|
2023
Q2 | – | Sell |
-6,815
| Closed | -$341K | – | 113 |
|
|
2023
Q1 | $341K | Sell |
6,815
-8,450
| -55% | -$423K | 0.18% | 60 |
|
|
2022
Q4 | $738K | Buy |
+15,265
| New | +$738K | 0.42% | 26 |
|