Consilio Wealth 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
Q2 | $13.5M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.1M | Buy |
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|
2024
Q3 | $12.9M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $835K | Buy |
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|
2023
Q3 | $724K | Hold |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $996K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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