Wiser Advisor Group’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 | – | Sell |
-487
| Closed | -$28.4K | – | 140 |
|
|
2025
Q1 | $28.4K | Buy |
487
+10
| +2% | +$583 | 0.04% | 125 |
|
|
2024
Q4 | $29.7K | Buy |
477
+1
| +0.2% | +$62 | 0.04% | 122 |
|
|
2024
Q3 | $29.7K | Hold |
476
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $27.8K | Sell |
476
-229
| -32% | -$13.4K | 0.04% | 124 |
|
|
2024
Q1 | $43K | Hold |
705
| – | – | 0.07% | 103 |
|
|
2023
Q4 | $39.2K | Buy |
+705
| New | +$39.2K | 0.07% | 107 |
|