Aufman Associates’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 | $254K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
|