Castle 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
Q3 | $5.27M | Buy |
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|
2025
Q2 | $4.93M | Sell |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $5.13M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $4.94M | Sell |
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|
2023
Q3 | $4.49M | Buy |
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|
2023
Q2 | $4.54M | Buy |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $11.6M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $11.9M | Buy |
|