Congress 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 | $60.1M | Buy |
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|
2025
Q1 | $46.8M | Buy |
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|
2024
Q4 | $48.9M | Buy |
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|
2024
Q3 | $48.5M | Buy |
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|
2024
Q2 | $8.78M | Sell |
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|
2024
Q1 | $9.33M | Buy |
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|
2023
Q4 | $6M | Buy |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.91M | Sell |
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|
2022
Q4 | $5.83M | Buy |
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|
2022
Q3 | $4.93M | Buy |
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|
2022
Q2 | $4.83M | Sell |
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|
2022
Q1 | $5.97M | Sell |
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|
2021
Q4 | $7.72M | Buy |
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