COWA LLC’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
$994K Sell
2025
Q1
$944K Sell
2024
Q4
$1.93M Sell
2024
Q3
$1.94M Sell
2024
Q2
$2.25M Buy
2024
Q1
$2.26M Sell
2023
Q4
$2.11M Sell
2023
Q3
$2.01M Sell
2023
Q2
$2.85M Sell
2023
Q1
$1.35M Buy
2022
Q4
$3.14M Sell
2022
Q3
$3.06M Sell
2022
Q2
$3.82M Sell
2022
Q1
$4.82M Sell
2021
Q4
$5.7M Buy
2021
Q3
$3.69M Sell
2021
Q2
$4M Buy
2021
Q1
$2.74M Buy
2020
Q4
$1.94M Buy