Clearstead 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
Q2 | $58.3M | Sell |
|
|||||
|
2025
Q1 | $57.6M | Buy |
|
|||||
|
2024
Q4 | $60M | Buy |
|
|||||
|
2024
Q3 | $59.7M | Buy |
|
|||||
|
2024
Q2 | $54.9M | Buy |
|
|||||
|
2024
Q1 | $47.7M | Buy |
|
|||||
|
2023
Q4 | $39.4M | Sell |
|
|||||
|
2023
Q3 | $64.6M | Buy |
|
|||||
|
2023
Q2 | $31.4M | Buy |
|
|||||
|
2023
Q1 | $26.7M | Buy |
|
|||||
|
2022
Q4 | $25.4M | Buy |
|
|||||
|
2022
Q3 | $20.7M | Sell |
|
|||||
|
2022
Q2 | $21.5M | Buy |
|
|||||
|
2022
Q1 | $25.5M | Buy |
|
|||||
|
2021
Q4 | $25.6M | Sell |
|
|||||
|
2021
Q3 | $24.8M | Buy |
|
|||||
|
2021
Q2 | $25.3M | Sell |
|
|||||
|
2021
Q1 | $24.9M | Buy |
|
|||||
|
2020
Q4 | $21.6M | Buy |
|
|||||
|
2020
Q3 | $17.1M | Sell |
|
|||||
|
2020
Q2 | $16.8M | Sell |
|
|||||
|
2020
Q1 | $14.1M | Sell |
|
|||||
|
2019
Q4 | $20.9M | Buy |
|
|||||
|
2019
Q3 | $18.5M | Buy |
|
|||||
|
2019
Q2 | $18.6M | Buy |
|
|||||
|
2019
Q1 | $17.1M | Buy |
|
|||||
|
2018
Q4 | $14.1M | Buy |
|
|||||
|
2018
Q3 | $15.9M | Sell |
|
|||||
|
2018
Q2 | $16.7M | Sell |
|
|||||
|
2018
Q1 | $16.5M | Sell |
|
|||||
|
2017
Q4 | $19.2M | Sell |
|
|||||
|
2017
Q3 | $18.2M | Buy |
|
|||||
|
2017
Q2 | $17.2M | Buy |
|
|||||
|
2017
Q1 | $16.3M | Buy |
|
|||||
|
2016
Q4 | $13.5M | Buy |
|