CLA (CliftonLarsonAllen) Wealth Advisors’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 | $7.14M | Sell |
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|
2025
Q2 | $7.29M | Buy |
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|
2025
Q1 | $6.54M | Sell |
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|
2024
Q4 | $7.5M | Sell |
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|
2024
Q3 | $8.1M | Buy |
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|
2024
Q2 | $7.06M | Sell |
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|
2024
Q1 | $7.45M | Sell |
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|
2023
Q4 | $52.9M | Sell |
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|
2023
Q3 | $48.2M | Buy |
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|
2023
Q2 | $50.4M | Buy |
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|
2023
Q1 | $48.2M | Sell |
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|
2022
Q4 | $47.6M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $45.4M | Sell |
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|
2022
Q1 | $53.9M | Buy |
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|
2021
Q4 | $55.1M | Buy |
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|
2021
Q3 | $49.8M | Buy |
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|
2021
Q2 | $50M | Sell |
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|
2021
Q1 | $48.6M | Sell |
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|
2020
Q4 | $46.6M | Sell |
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|
2020
Q3 | $38.9M | Sell |
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|
2020
Q2 | $38.6M | Buy |
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|
2019
Q4 | $44.8M | Buy |
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|
2019
Q3 | $39.8M | Buy |
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|
2019
Q2 | $35.8M | Buy |
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|
2019
Q1 | $33.4M | Buy |
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|
2018
Q4 | $28M | Sell |
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|
2018
Q3 | $34.8M | Buy |
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|
2018
Q2 | $32.5M | Buy |
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|
2018
Q1 | $30.9M | Buy |
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|
2017
Q4 | $29.7M | Buy |
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|
2017
Q3 | $27.6M | Buy |
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|
2017
Q2 | $26.3M | Buy |
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|
2017
Q1 | $25.7M | Sell |
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|
2016
Q4 | $25.3M | Buy |
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|
2016
Q3 | $22.9M | Buy |
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|
2016
Q2 | $21.6M | Buy |
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|
2016
Q1 | $20.3M | Buy |
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|
2015
Q4 | $15.9M | Buy |
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|
2015
Q3 | $11.2M | Buy |
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|
2015
Q2 | $6.31M | Buy |
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|
2015
Q1 | $4.46M | Sell |
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|
2014
Q4 | $4.32M | Sell |
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|
2014
Q3 | $4.68M | Sell |
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|
2014
Q2 | $5.21M | Sell |
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|
2014
Q1 | $6.66M | Buy |
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|
2013
Q4 | $6.42M | Sell |
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|
2013
Q3 | $6.05M | Buy |
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|
2013
Q2 | $1.45M | Buy |
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