9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $799K | Sell |
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|
2019
Q2 | $942K | Buy |
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|
2019
Q1 | $723K | Buy |
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|
2018
Q4 | $554K | Buy |
|