Carret Asset 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
Q2 | $902K | Buy |
|
|||||
|
2025
Q1 | $834K | Buy |
|
|||||
|
2024
Q4 | $878K | Sell |
|
|||||
|
2024
Q3 | $881K | Buy |
|
|||||
|
2024
Q2 | $694K | Buy |
|
|||||
|
2024
Q1 | $648K | Buy |
|
|||||
|
2023
Q4 | $591K | Buy |
|
|||||
|
2023
Q3 | $500K | Buy |
|
|||||
|
2023
Q2 | $523K | Buy |
|
|||||
|
2023
Q1 | $449K | Buy |
|
|||||
|
2022
Q4 | $420K | Hold |
|
|||||
|
2022
Q3 | $381K | Sell |
|
|||||
|
2022
Q2 | $395K | Buy |
|
|||||
|
2022
Q1 | $460K | Sell |
|
|||||
|
2021
Q4 | $502K | Sell |
|
|||||
|
2021
Q3 | $492K | Buy |
|
|||||
|
2021
Q2 | $478K | Buy |
|
|||||
|
2021
Q1 | $456K | Sell |
|
|||||
|
2020
Q4 | $407K | Buy |
|
|||||
|
2020
Q3 | $306K | Buy |
|
|||||
|
2020
Q2 | $283K | Buy |
|
|||||
|
2020
Q1 | $226K | Buy |
|
|||||
|
2019
Q4 | $220K | Buy |
|