Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $478K | Buy |
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