Circle 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
Q4 | $305M | Buy |
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|
2025
Q3 | $277M | Buy |
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|
2025
Q2 | $263M | Sell |
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|
2025
Q1 | $248M | Sell |
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|
2024
Q4 | $267M | Hold |
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|
2024
Q3 | $267M | Sell |
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|
2024
Q2 | $252M | Hold |
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|
2024
Q1 | $261M | Buy |
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|
2023
Q4 | $238M | Sell |
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|
2023
Q3 | $215M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $346K | Buy |
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