Cobblestone Capital 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 | $1M | Buy |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $927K | Sell |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $835K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $797K | Sell |
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|
2022
Q4 | $796K | Hold |
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|
2022
Q3 | $722K | Hold |
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|
2022
Q2 | $745K | Sell |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $969K | Buy |
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|
2021
Q3 | $898K | Sell |
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|
2021
Q2 | $948K | Sell |
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|
2021
Q1 | $937K | Sell |
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|
2020
Q4 | $860K | Hold |
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|
2020
Q3 | $694K | Hold |
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|
2020
Q2 | $666K | Sell |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $694K | Hold |
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|
2019
Q3 | $652K | Hold |
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|
2019
Q2 | $655K | Hold |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $481K | Hold |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | $481K | Hold |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $445K | Sell |
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|
2017
Q2 | $455K | Sell |
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|
2017
Q1 | $461K | Sell |
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|
2016
Q4 | $477K | Buy |
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|
2016
Q3 | $423K | Sell |
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|
2016
Q2 | $412K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $203K | Buy |
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