Clifford Swan Investment Counsel’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 | $2.33M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.31M | Hold |
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|
2024
Q3 | $2.31M | Hold |
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|
2024
Q2 | $2.17M | Hold |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $1.95M | Hold |
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|
2023
Q3 | $1.75M | Hold |
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|
2023
Q2 | $1.84M | Hold |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.54M | Hold |
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|
2022
Q2 | $1.59M | Hold |
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|
2022
Q1 | $1.89M | Hold |
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|
2021
Q4 | $1.99M | Hold |
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|
2021
Q3 | $2M | Hold |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $2.05M | Hold |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.22M | Hold |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $540K | Buy |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $206K | Hold |
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|
2017
Q2 | $200K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $205K | Buy |
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