Cypress Wealth Services’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 | $252K | Sell |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $827K | Buy |
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|
2020
Q4 | $567K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $578K | Sell |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $595K | Buy |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $576K | Buy |
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