Curi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $20.6M | Buy |
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|
2023
Q3 | $18.1M | Sell |
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|
2023
Q2 | $20.1M | Buy |
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|
2023
Q1 | $18.5M | Sell |
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|
2022
Q4 | $18.9M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $9.56M | Buy |
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|
2021
Q2 | $7.6M | Buy |
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|
2021
Q1 | $5.71M | Buy |
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|
2020
Q4 | $4.41M | Buy |
|