Covenant 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
Q3 | $238K | Hold |
|
|||||
|
2025
Q2 | $226K | Hold |
|
|||||
|
2025
Q1 | $212K | Hold |
|
|||||
|
2024
Q4 | $227K | Hold |
|
|||||
|
2024
Q3 | $227K | Sell |
|
|||||
|
2024
Q2 | $264K | Buy |
|
|||||
|
2024
Q1 | $221K | Hold |
|
|||||
|
2023
Q4 | $202K | Sell |
|
|||||
|
2023
Q3 | $206K | Hold |
|
|||||
|
2023
Q2 | $217K | Hold |
|
|||||
|
2023
Q1 | $207K | Hold |
|
|||||
|
2022
Q4 | $200K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $222K | Hold |
|
|||||
|
2021
Q4 | $234K | Hold |
|
|||||
|
2021
Q3 | $218K | Hold |
|
|||||
|
2021
Q2 | $223K | Hold |
|
|||||
|
2021
Q1 | $216K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $257K | Buy |
|