Detalus 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 | $226K | Sell |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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