Wolff Wiese Magana’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 | $1.13M | Buy |
18,293
+1,442
| +9% | +$89.4K | 0.7% | 48 |
|
|
2025
Q1 | $983K | Buy |
16,851
+1,796
| +12% | +$105K | 0.67% | 50 |
|
|
2024
Q4 | $938K | Buy |
15,055
+1,759
| +13% | +$110K | 0.62% | 51 |
|
|
2024
Q3 | $829K | Buy |
13,296
+4,109
| +45% | +$256K | 0.57% | 51 |
|
|
2024
Q2 | $538K | Buy |
9,187
+4,792
| +109% | +$280K | 0.43% | 57 |
|
|
2024
Q1 | $267K | Buy |
4,395
+560
| +15% | +$34K | 0.23% | 74 |
|
|
2023
Q4 | $213K | Sell |
3,835
-13,230
| -78% | -$733K | 0.2% | 79 |
|
|
2023
Q3 | $851K | Buy |
17,065
+805
| +5% | +$40.1K | 0.69% | 49 |
|
|
2023
Q2 | $850K | Buy |
16,260
+405
| +3% | +$21.2K | 0.66% | 49 |
|
|
2023
Q1 | $793K | Buy |
15,855
+265
| +2% | +$13.3K | 0.64% | 47 |
|
|
2022
Q4 | $754K | Sell |
15,590
-3,145
| -17% | -$152K | 0.65% | 47 |
|
|
2022
Q3 | $822K | Sell |
18,735
-185
| -1% | -$8.12K | 0.66% | 46 |
|
|
2022
Q2 | $856K | Buy |
18,920
+330
| +2% | +$14.9K | 0.62% | 44 |
|
|
2022
Q1 | $998K | Buy |
18,590
+1,090
| +6% | +$58.5K | 0.67% | 44 |
|
|
2021
Q4 | $991K | Sell |
17,500
-60
| -0.3% | -$3.4K | 0.64% | 44 |
|
|
2021
Q3 | $924K | Sell |
17,560
-500
| -3% | -$26.3K | 0.65% | 45 |
|
|
2021
Q2 | $971K | Buy |
18,060
+1,645
| +10% | +$88.4K | 0.69% | 41 |
|
|
2021
Q1 | $854K | Buy |
16,415
+820
| +5% | +$42.7K | 0.67% | 46 |
|
|
2020
Q4 | $717K | Buy |
+15,595
| New | +$717K | 0.61% | 45 |
|