CFM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Buy |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $619K | Buy |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $485K | Hold |
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|
2022
Q3 | $439K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $21K | Buy |
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