Collaborative 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
Q2 | $416K | Buy |
|
|||||
|
2025
Q1 | $354K | Sell |
|
|||||
|
2024
Q4 | $475K | Sell |
|
|||||
|
2024
Q3 | $534K | Sell |
|
|||||
|
2024
Q2 | $515K | Buy |
|
|||||
|
2024
Q1 | $513K | Sell |
|
|||||
|
2023
Q4 | $495K | Sell |
|
|||||
|
2023
Q3 | $491K | Buy |
|
|||||
|
2023
Q2 | $490K | Sell |
|
|||||
|
2023
Q1 | $474K | Sell |
|
|||||
|
2022
Q4 | $509K | Sell |
|
|||||
|
2022
Q3 | $473K | Sell |
|
|||||
|
2022
Q2 | $594K | Buy |
|
|||||
|
2021
Q4 | $1.03M | Buy |
|
|||||
|
2021
Q1 | $878K | Buy |
|