Bartlett & Co 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 | $53M | Buy |
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|
2025
Q2 | $47.8M | Buy |
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|
2025
Q1 | $38.2M | Buy |
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|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $35.6M | Buy |
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|
2024
Q2 | $22.6M | Buy |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $5.57M | Buy |
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|
2023
Q2 | $5.33M | Sell |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.19M | Buy |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.34M | Buy |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $778K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $862K | Hold |
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|
2019
Q1 | $840K | Sell |
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|
2018
Q4 | $746K | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $590K | Buy |
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|
2018
Q1 | $512K | Buy |
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