Costello Asset 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
$1.25M Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.5M Buy
2024
Q3
$25K Hold
2024
Q2
$23.5K Hold
2024
Q1
$24.4K Buy
2023
Q4
$22.2K Hold
2023
Q3
$20K Hold
2023
Q2
$21K Hold
2023
Q1
$20.1K Hold
2022
Q4
$19.4K Hold
2022
Q3
$18K Sell
2022
Q2
$34K Hold
2022
Q1
$40K Buy