Dumont & Blake Investment 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 | $311K | Buy |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $238K | Buy |
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