Altus 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 | $23.1M | Buy |
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|
2025
Q2 | $21.5M | Sell |
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|
2025
Q1 | $20.4M | Sell |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $21.2M | Sell |
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|
2024
Q2 | $20.1M | Buy |
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|
2024
Q1 | $20.8M | Buy |
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|
2023
Q4 | $18.7M | Buy |
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|
2023
Q3 | $16.5M | Buy |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $14.7M | Sell |
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|
2022
Q3 | $13.7M | Sell |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $16M | Buy |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $14.1M | Buy |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q3 | $6.64M | Buy |
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|
2020
Q2 | $6.16M | Buy |
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|
2020
Q1 | $4.78M | Sell |
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|
2019
Q4 | $6.91M | Buy |
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