Courage Miller Partners’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 | $850K | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $705K | Sell |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $701K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $830K | Sell |
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|
2021
Q3 | $782K | Sell |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $777K | Sell |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $598K | Buy |
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|
2020
Q2 | $598K | Sell |
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|
2020
Q1 | $484K | Buy |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $603K | Sell |
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|
2019
Q2 | $611K | Buy |
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|
2019
Q1 | $591K | Buy |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $591K | Buy |
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|
2018
Q2 | $570K | Buy |
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|
2018
Q1 | $544K | Sell |
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|
2017
Q4 | $554K | Buy |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $498K | Sell |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $357K | Buy |
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|
2016
Q2 | $343K | Sell |
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|
2016
Q1 | $535K | Buy |
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|
2015
Q4 | $502K | Buy |
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|
2015
Q3 | $292K | Buy |
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|
2015
Q2 | $315K | Sell |
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|
2015
Q1 | $357K | Buy |
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|
2014
Q4 | $266K | Sell |
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|
2014
Q3 | $253K | Sell |
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|
2014
Q2 | $265K | Sell |
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|
2014
Q1 | $259K | Buy |
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