Confluence Wealth Services’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 | $1.35M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Sell |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.46M | Buy |
|
|||||
|
2024
Q2 | $1.32M | Sell |
|
|||||
|
2024
Q1 | $1.39M | Sell |
|
|||||
|
2023
Q4 | $1.29M | Buy |
|
|||||
|
2023
Q3 | $977K | Sell |
|
|||||
|
2023
Q2 | $1.1M | Sell |
|
|||||
|
2023
Q1 | $1.05M | Buy |
|
|||||
|
2022
Q4 | $983K | Sell |
|
|||||
|
2022
Q3 | $894K | Sell |
|
|||||
|
2022
Q2 | $1.05M | Buy |
|
|||||
|
2022
Q1 | $1.03M | Sell |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|