Austin Private Wealth’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 | $492K | Hold |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $4.66M | Buy |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $670K | Hold |
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|
2021
Q4 | $707K | Hold |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $671K | Buy |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $524K | Hold |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $568K | Buy |
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