Cassaday & 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
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $734K | Hold |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $685K | Sell |
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|
2023
Q3 | $682K | Buy |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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