Alta Wealth Advisors’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 | $642K | Sell |
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|
2025
Q2 | $619K | Buy |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $308K | Buy |
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