Carson 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
         Q2  | $477K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $426K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $388K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $352K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $271K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $263K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $216K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $203K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $216K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $203K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $208K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $253K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $268K | Buy | 
         |