Dakota 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
2025
Q2
$3.87M Sell
2025
Q1
$5.26M Sell
2024
Q4
$5.64M Buy
2024
Q3
$5.63M Sell
2024
Q2
$5.33M Sell
2024
Q1
$5.77M Sell
2023
Q4
$7.78M Buy
2023
Q3
$4.32M Buy
2023
Q2
$1.18M Buy
2023
Q1
$1.05M Sell
2022
Q4
$1.1M Buy
2022
Q3
$804K Buy
2022
Q2
$732K Buy
2022
Q1
$569K Buy
2018
Q4
Sell
2018
Q3
$202K Buy