Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $957K | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $776K | Sell |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $683K | Buy |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $4.74M | Buy |
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|
2019
Q1 | $4.55M | Buy |
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|
2018
Q4 | $3.8M | Buy |
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