Delta 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
$2.87M Sell
2025
Q2
$2.81M Buy
2025
Q1
$2.64M Buy
2024
Q4
$2.82M Buy
2024
Q3
$2.65M Buy
2024
Q2
$2.47M Sell
2024
Q1
$2.58M Hold
2023
Q4
$2.35M Buy
2023
Q3
$2.12M Hold
2023
Q2
$2.22M Hold
2023
Q1
$2.12M Sell
2022
Q4
$2.42M Buy
2022
Q3
$2.2M Hold
2022
Q2
$2.27M Hold
2022
Q1
$2.69M Buy
2021
Q4
$2.84M Hold
2021
Q3
$2.64M Hold
2021
Q2
$2.69M Sell
2021
Q1
$2.82M Hold
2020
Q4
$2.49M Hold
2020
Q3
$2.01M Buy
2020
Q2
$1.93M Hold
2020
Q1
$1.56M Sell
2019
Q4
$2.59M Sell
2019
Q3
$2.46M Sell
2019
Q2
$2.56M Buy