WPWealth’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 | $290K | Sell |
4,679
-1,565
| -25% | -$97.1K | 0.05% | 78 |
|
|
2025
Q1 | $364K | Hold |
6,244
| – | – | 0.07% | 66 |
|
|
2024
Q4 | $389K | Sell |
6,244
-4,686
| -43% | -$292K | 0.08% | 63 |
|
|
2024
Q3 | $681K | Sell |
10,930
-16
| -0.1% | -$997 | 0.14% | 42 |
|
|
2024
Q2 | $641K | Sell |
10,946
-190
| -2% | -$11.1K | 0.15% | 36 |
|
|
2024
Q1 | $676K | Sell |
11,136
-4,754
| -30% | -$289K | 0.17% | 34 |
|
|
2023
Q4 | $881K | Sell |
15,890
-1,070
| -6% | -$59.3K | 0.27% | 26 |
|
|
2023
Q3 | $846K | Buy |
16,960
+495
| +3% | +$24.7K | 0.32% | 27 |
|
|
2023
Q2 | $861K | Buy |
+16,465
| New | +$861K | 0.37% | 28 |
|