CapWealth 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 | $501K | Buy |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $332K | Sell |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $419K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $390K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $23K | Buy |
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