Avion 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 | $460K | Hold |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $161K | Sell |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $93K | Buy |
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