Crestwood Advisors Group’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 | $25.3M | Buy |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $5.46M | Buy |
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|
2024
Q3 | $5.32M | Sell |
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|
2024
Q2 | $5.06M | Buy |
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|
2024
Q1 | $5.22M | Sell |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $4.58M | Buy |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $2.93M | Sell |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $2.8M | Sell |
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|
2021
Q2 | $3.21M | Sell |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $1.8M | Sell |
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|
2019
Q4 | $2.67M | Buy |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Buy |
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