Concord Wealth Partners’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 | $274K | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $158K | Buy |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $132K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $75K | Buy |
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