Beacon Financial Advisory’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 | $291K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.85M | Buy |
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