Ashford 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
$1.76M Sell
2025
Q1
$365K Hold
2024
Q4
$389K Hold
2024
Q3
$390K Hold
2024
Q2
$366K Buy
2024
Q1
$75.9K Sell
2023
Q4
$346K Hold
2023
Q3
$312K Hold
2023
Q2
$327K Hold
2023
Q1
$313K Hold
2022
Q4
$302K Sell
2022
Q3
$408K Hold
2022
Q2
$421K Hold
2022
Q1
$499K Hold
2021
Q4
$527K Hold
2021
Q3
$489K Hold
2021
Q2
$500K Hold
2021
Q1
$484K Hold
2020
Q4
$427K Buy