WorthPointe’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 | $2.36M | Sell |
38,086
-991
| -3% | -$61.5K | 0.99% | 16 |
|
|
2025
Q1 | $2.28M | Sell |
39,077
-1,156
| -3% | -$67.5K | 1.02% | 15 |
|
|
2024
Q4 | $2.51M | Sell |
40,233
-794
| -2% | -$49.5K | 1.02% | 14 |
|
|
2024
Q3 | $2.56M | Buy |
41,027
+73
| +0.2% | +$4.55K | 1.08% | 14 |
|
|
2024
Q2 | $2.4M | Buy |
40,954
+37,243
| +1,004% | +$2.18M | 1.09% | 14 |
|
|
2024
Q1 | $225K | Sell |
3,711
-794
| -18% | -$48.2K | 0.11% | 59 |
|
|
2023
Q4 | $250K | Buy |
+4,505
| New | +$250K | 0.13% | 60 |
|
|
2023
Q2 | – | Sell |
-8,425
| Closed | -$422K | – | 58 |
|
|
2023
Q1 | $422K | Buy |
8,425
+3,935
| +88% | +$197K | 0.27% | 35 |
|
|
2022
Q4 | $217K | Buy |
+4,490
| New | +$217K | 0.15% | 46 |
|
|
2022
Q1 | – | Sell |
-11,640
| Closed | -$626K | – | 49 |
|
|
2021
Q4 | $626K | Buy |
+11,640
| New | +$626K | 0.56% | 21 |
|