Baron Silver Stevens Financial Advisors’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 | $24.7M | Buy |
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|
2025
Q2 | $23.4M | Sell |
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|
2025
Q1 | $22.7M | Sell |
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|
2024
Q4 | $24.9M | Buy |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $22.5M | Buy |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $21.1M | Sell |
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|
2023
Q3 | $19.3M | Buy |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $16.4M | Sell |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $13.4K | Buy |
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|
2022
Q2 | $16.6M | Buy |
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|
2022
Q1 | $19.3M | Sell |
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|
2021
Q4 | $20.8M | Buy |
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|
2021
Q3 | $18.9M | Buy |
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|
2021
Q2 | $18.9M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $15.7M | Buy |
|