Consilium Wealth Advisory’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
Q1 | – | Sell |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $213K | Hold |
|
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $524K | Buy |
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