Center for Financial Planning’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
$3.12M Buy
2025
Q1
$2.88M Buy
2024
Q4
$2.53M Buy
2024
Q3
$2.52M Buy
2024
Q2
$2.35M Buy
2024
Q1
$2.43M Buy
2023
Q4
$2.21M Buy
2023
Q3
$1.96M Buy
2023
Q2
$1.96M Sell
2023
Q1
$2.02M Buy
2022
Q4
$1.8M Buy
2022
Q3
$1.61M Sell
2022
Q2
$1.91M Buy
2022
Q1
$2.11M Buy
2021
Q4
$1.98M Buy
2021
Q3
$1.55M Buy
2021
Q2
$1.49M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.29M Sell
2020
Q3
$1.14M Buy
2020
Q2
$1.06M Buy
2020
Q1
$543K Buy
2019
Q4
$761K Buy