CCG 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 | $885K | Buy |
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|
2025
Q1 | $824K | Hold |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $916K | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $10.5M | Buy |
|
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|
2022
Q4 | $9.89M | Buy |
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|
2022
Q3 | $8.76M | Buy |
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|
2022
Q2 | $7.65M | Buy |
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|
2022
Q1 | $7.76M | Buy |
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|
2021
Q4 | $6.9M | Buy |
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|
2021
Q3 | $5M | Buy |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.54M | Sell |
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|
2020
Q2 | $2.69M | Buy |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $4.28M | Buy |
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|
2019
Q3 | $3.71M | Buy |
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|
2019
Q2 | $3.65M | Buy |
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|
2019
Q1 | $3.33M | Sell |
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|
2018
Q4 | $3.02M | Buy |
|