Dynamic Advisor Solutions’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 | $12.7M | Sell |
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|
2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $18.4M | Sell |
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|
2024
Q3 | $29.5M | Sell |
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|
2024
Q2 | $27.8M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $7.26M | Sell |
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|
2023
Q1 | $6.97M | Buy |
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|
2022
Q4 | $6.52M | Buy |
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|
2022
Q3 | $5.47M | Buy |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $6.82M | Buy |
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|
2021
Q4 | $6.72M | Sell |
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|
2021
Q3 | $6.68M | Buy |
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|
2021
Q2 | $6.56M | Buy |
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|
2021
Q1 | $6.26M | Sell |
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|
2020
Q4 | $5.57M | Buy |
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|
2020
Q3 | $4.26M | Buy |
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|
2020
Q2 | $3.8M | Sell |
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|
2020
Q1 | $3.84M | Sell |
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|
2019
Q4 | $5.57M | Buy |
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|
2019
Q3 | $4.49M | Buy |
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|
2019
Q2 | $4.46M | Sell |
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|
2019
Q1 | $4.38M | Buy |
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|
2018
Q4 | $4.01M | Sell |
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|
2018
Q3 | $4.47M | Sell |
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|
2018
Q2 | $4.98M | Buy |
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|
2018
Q1 | $4.48M | Buy |
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|
2017
Q4 | $698K | Buy |
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|
2017
Q3 | $644K | Buy |
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|
2017
Q2 | $602K | Sell |
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|
2017
Q1 | $598K | Buy |
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|
2016
Q4 | $571K | Buy |
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|
2016
Q3 | $422K | Buy |
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|
2016
Q2 | $339K | Buy |
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|
2016
Q1 | $315K | Sell |
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|
2015
Q4 | $429K | Buy |
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|
2015
Q3 | $282K | Buy |
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