Wick Capital 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
$541K Sell
2,072
-6,642
-76% -$1.73M 0.14% 69
2025
Q1
$508K Buy
8,714
+1
+0% +$58 0.15% 67
2024
Q4
$543K Buy
8,713
+3
+0% +$187 0.16% 59
2024
Q3
$543K Buy
8,710
+6
+0.1% +$374 0.18% 52
2024
Q2
$509K Sell
8,704
-313
-3% -$18.3K 0.18% 50
2024
Q1
$548K Buy
+9,017
New +$548K 0.53% 26
2023
Q4
Sell
-8,620
Closed -$430K 66
2023
Q3
$430K Buy
8,620
+5
+0.1% +$249 0.24% 44
2023
Q2
$451K Buy
8,615
+15
+0.2% +$784 0.27% 34
2023
Q1
$430K Buy
8,600
+5
+0.1% +$250 0.25% 44
2022
Q4
$416K Hold
8,595
0.23% 40
2022
Q3
$377K Buy
8,595
+15
+0.2% +$658 0.24% 34
2022
Q2
$388K Sell
8,580
-1,090
-11% -$49.3K 0.27% 36
2022
Q1
$519K Buy
+9,670
New +$519K 0.34% 30