4J Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $314K | Buy |
|
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|
2024
Q3 | $314K | Sell |
|
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $327K | Buy |
|