Asset Dedication LLC’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 | $407K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $13K | Sell |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $23K | Sell |
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|
2019
Q3 | $22K | Sell |
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|
2019
Q2 | $66K | Buy |
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|
2019
Q1 | $45K | Buy |
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|
2018
Q4 | $32K | Sell |
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|
2018
Q3 | $40K | Sell |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Sell |
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|
2015
Q4 | $58K | Buy |
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