Arbor Trust 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
Q2
$2.86M Sell
2025
Q1
$2.7M Sell
2024
Q4
$2.91M Sell
2024
Q3
$2.81M Hold
2024
Q2
$2.81M Sell
2024
Q1
$2.84M Buy
2023
Q4
$2.66M Hold
2023
Q3
$2.4M Sell
2023
Q2
$2.59M Sell
2023
Q1
$2.51M Hold
2022
Q4
$2.43M Sell
2022
Q3
$2.21M Sell
2022
Q2
$2.45M Buy
2022
Q1
$2.67M Sell
2021
Q4
$3.13M Sell
2021
Q3
$2.92M Sell
2021
Q2
$2.99M Sell
2021
Q1
$2.92M Buy
2020
Q4
$2.54M Sell
2020
Q3
$2.06M Sell
2020
Q2
$1.98M Sell
2020
Q1
$1.7M Sell
2019
Q4
$2.48M Buy