Willner & Heller’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 | $995K | Sell |
16,044
-1,525
| -9% | -$94.6K | 0.84% | 30 |
|
|
2025
Q1 | $1.03M | Sell |
17,569
-137
| -0.8% | -$7.99K | 0.95% | 26 |
|
|
2024
Q4 | $1.1M | Buy |
17,706
+124
| +0.7% | +$7.73K | 0.97% | 25 |
|
|
2024
Q3 | $1.1M | Sell |
17,582
-111
| -0.6% | -$6.92K | 0.98% | 25 |
|
|
2024
Q2 | $1.04M | Sell |
17,693
-272
| -2% | -$15.9K | 0.99% | 27 |
|
|
2024
Q1 | $1.09M | Sell |
17,965
-1,085
| -6% | -$65.9K | 1.09% | 24 |
|
|
2023
Q4 | $1.06M | Buy |
+19,050
| New | +$1.06M | 1.18% | 18 |
|
|
2022
Q4 | $905K | Buy |
18,715
+55
| +0.3% | +$2.66K | 1.29% | 23 |
|
|
2022
Q3 | $818K | Buy |
18,660
+75
| +0.4% | +$3.29K | 1.32% | 18 |
|
|
2022
Q2 | $841K | Sell |
18,585
-35
| -0.2% | -$1.58K | 1.31% | 19 |
|
|
2022
Q1 | $1.05M | Sell |
18,620
-2,520
| -12% | -$143K | 1.3% | 14 |
|
|
2021
Q4 | $1.11M | Buy |
+21,140
| New | +$1.11M | 1.48% | 14 |
|