Yarger Wealth Strategies’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 | $771K | Sell |
12,435
-456
| -4% | -$28.3K | 0.4% | 49 |
|
|
2025
Q1 | $752K | Sell |
12,891
-166
| -1% | -$9.69K | 0.44% | 44 |
|
|
2024
Q4 | $814K | Sell |
13,057
-82
| -0.6% | -$5.11K | 0.47% | 39 |
|
|
2024
Q3 | $819K | Sell |
13,139
-402
| -3% | -$25.1K | 0.45% | 38 |
|
|
2024
Q2 | $792K | Buy |
13,541
+37
| +0.3% | +$2.17K | 0.48% | 39 |
|
|
2024
Q1 | $820K | Buy |
13,504
+34
| +0.3% | +$2.07K | 0.56% | 36 |
|
|
2023
Q4 | $747K | Sell |
13,470
-190
| -1% | -$10.5K | 0.6% | 31 |
|
|
2023
Q3 | $681K | Sell |
13,660
-335
| -2% | -$16.7K | 0.58% | 29 |
|
|
2023
Q2 | $732K | Buy |
13,995
+375
| +3% | +$19.6K | 0.66% | 27 |
|
|
2023
Q1 | $682K | Sell |
13,620
-700
| -5% | -$35K | 0.75% | 29 |
|
|
2022
Q4 | $693K | Buy |
14,320
+65
| +0.5% | +$3.14K | 0.86% | 27 |
|
|
2022
Q3 | $625K | Sell |
14,255
-255
| -2% | -$11.2K | 0.83% | 25 |
|
|
2022
Q2 | $672K | Sell |
14,510
-1,190
| -8% | -$55.1K | 0.87% | 24 |
|
|
2022
Q1 | $843K | Buy |
15,700
+570
| +4% | +$30.6K | 1.1% | 21 |
|
|
2021
Q4 | $857K | Buy |
+15,130
| New | +$857K | 0.92% | 23 |
|