Baker Tilly 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
Q3 | $7.28M | Sell |
|
|||||
|
2025
Q2 | $7.01M | Sell |
|
|||||
|
2025
Q1 | $7.33M | Sell |
|
|||||
|
2024
Q4 | $8.7M | Sell |
|
|||||
|
2024
Q3 | $8.89M | Buy |
|
|||||
|
2024
Q2 | $7.93M | Sell |
|
|||||
|
2024
Q1 | $8.37M | Sell |
|
|||||
|
2023
Q4 | $8.03M | Buy |
|
|||||
|
2023
Q3 | $6.98M | Sell |
|
|||||
|
2023
Q2 | $7.57M | Buy |
|
|||||
|
2023
Q1 | $7.17M | Buy |
|
|||||
|
2022
Q4 | $6.37M | Buy |
|
|||||
|
2022
Q3 | $5.65M | Buy |
|
|||||
|
2022
Q2 | $5.79M | Buy |
|
|||||
|
2022
Q1 | $6.71M | Buy |
|
|||||
|
2021
Q4 | $6.48M | Buy |
|
|||||
|
2021
Q3 | $276K | Sell |
|
|||||
|
2021
Q2 | $480K | Hold |
|
|||||
|
2021
Q1 | $465K | Buy |
|
|||||
|
2020
Q4 | $242K | Buy |
|