Convergence Financial’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 | $4.46M | Sell |
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|
2025
Q1 | $4.35M | Sell |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $350K | Buy |
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