CWS Financial Advisors’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 | $1.43M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $793K | Sell |
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|
2022
Q3 | $971K | Hold |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $949K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $793K | Hold |
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|
2020
Q4 | $700K | Sell |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $554K | Buy |
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