Atticus 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
Q2 | $1.97M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $7.81M | Buy |
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|
2024
Q3 | $7.59M | Buy |
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|
2024
Q2 | $6.91M | Sell |
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|
2024
Q1 | $7.51M | Buy |
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|
2023
Q4 | $6.56M | Buy |
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|
2023
Q3 | $5.79M | Buy |
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|
2023
Q2 | $5.94M | Sell |
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|
2023
Q1 | $5.88M | Sell |
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|
2022
Q4 | $8.05M | Buy |
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|
2022
Q3 | $7.19M | Hold |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $7.85M | Buy |
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|
2021
Q4 | $8M | Buy |
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|
2021
Q3 | $6.98M | Buy |
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|
2021
Q2 | $6.84M | Buy |
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|
2021
Q1 | $5.82M | Buy |
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|
2020
Q4 | $3.43M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $2.34M | Sell |
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|
2019
Q4 | $4.77M | Buy |
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