Affinity 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
Q2 | $276K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $336K | Sell |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $215K | Buy |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $233K | Sell |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $319K | Sell |
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|
2016
Q3 | $317K | Sell |
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|
2016
Q2 | $350K | Buy |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $297K | Buy |
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|
2015
Q3 | $277K | Hold |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $293K | Sell |
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|
2014
Q4 | $314K | Buy |
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|
2014
Q2 | $256K | Buy |
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|
2013
Q3 | $215K | Sell |
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|
2013
Q2 | $221K | Buy |
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