Willow Creek 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 | $2.62M | Sell |
42,212
-1,605
| -4% | -$99.5K | 0.24% | 42 |
|
|
2025
Q1 | $2.56M | Sell |
43,817
-632
| -1% | -$36.9K | 0.25% | 40 |
|
|
2024
Q4 | $2.77M | Buy |
44,449
+3,638
| +9% | +$227K | 0.28% | 40 |
|
|
2024
Q3 | $2.54M | Sell |
40,811
-1,667
| -4% | -$104K | 0.27% | 43 |
|
|
2024
Q2 | $2.49M | Buy |
42,478
+643
| +2% | +$37.6K | 0.28% | 42 |
|
|
2024
Q1 | $2.54M | Buy |
41,835
+65
| +0.2% | +$3.95K | 0.3% | 41 |
|
|
2023
Q4 | $2.32M | Buy |
41,770
+27,785
| +199% | +$1.54M | 0.29% | 43 |
|
|
2023
Q3 | $698K | Buy |
13,985
+610
| +5% | +$30.4K | 0.1% | 68 |
|
|
2023
Q2 | $700K | Buy |
13,375
+10
| +0.1% | +$523 | 0.1% | 73 |
|
|
2023
Q1 | $669K | Buy |
13,365
+305
| +2% | +$15.3K | 0.1% | 68 |
|
|
2022
Q4 | $632K | Sell |
13,060
-10
| -0.1% | -$484 | 0.1% | 64 |
|
|
2022
Q3 | $573K | Buy |
13,070
+15
| +0.1% | +$658 | 0.11% | 64 |
|
|
2022
Q2 | $591K | Sell |
13,055
-1,285
| -9% | -$58.2K | 0.11% | 63 |
|
|
2022
Q1 | $770K | Sell |
14,340
-125
| -0.9% | -$6.71K | 0.15% | 52 |
|
|
2021
Q4 | $819K | Sell |
14,465
-15
| -0.1% | -$849 | 0.17% | 48 |
|
|
2021
Q3 | $762K | Sell |
14,480
-60
| -0.4% | -$3.16K | 0.17% | 44 |
|
|
2021
Q2 | $781K | Buy |
14,540
+210
| +1% | +$11.3K | 0.19% | 43 |
|
|
2021
Q1 | $746K | Buy |
14,330
+1,455
| +11% | +$75.7K | 0.27% | 32 |
|
|
2020
Q4 | $592K | Sell |
12,875
-155
| -1% | -$7.13K | 0.22% | 35 |
|
|
2020
Q3 | $483K | Buy |
13,030
+7,345
| +129% | +$272K | 0.2% | 37 |
|
|
2020
Q2 | $202K | Buy |
+5,685
| New | +$202K | 0.09% | 77 |
|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$210K | – | 73 |
|
|
2019
Q4 | $210K | Buy |
+5,100
| New | +$210K | 0.1% | 80 |
|
|
2019
Q3 | – | Sell |
-5,340
| Closed | -$208K | – | 86 |
|
|
2019
Q2 | $208K | Buy |
5,340
+10
| +0.2% | +$390 | 0.1% | 79 |
|
|
2019
Q1 | $202K | Buy |
+5,330
| New | +$202K | 0.1% | 71 |
|
|
2018
Q4 | – | Sell |
-5,280
| Closed | -$213K | – | 72 |
|
|
2018
Q3 | $213K | Buy |
+5,280
| New | +$213K | 0.12% | 66 |
|