Concurrent Investment 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
Q3
$32.6M Buy
2025
Q2
$30.9M Buy
2025
Q1
$22.1M Sell
2024
Q4
$25.5M Sell
2024
Q3
$28.1M Buy
2024
Q2
$25.3M Buy
2024
Q1
$25.5M Buy
2023
Q4
$22.6M Buy