Ascent Group’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
$1.38M Sell
2025
Q2
$1.33M Sell
2025
Q1
$1.35M Buy
2024
Q4
$1.19M Sell
2024
Q3
$1.54M Sell
2024
Q2
$1.46M Sell
2024
Q1
$1.62M Sell
2023
Q4
$1.65M Sell
2023
Q3
$1.53M Sell
2023
Q2
$3.03M Buy
2023
Q1
$1.8M Sell
2022
Q4
$1.8M Sell
2022
Q3
$1.88M Hold
2022
Q2
$1.95M Sell
2022
Q1
$2.11M Sell
2021
Q4
$2.46M Buy