Eagle Ridge Investment 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
2024
Q4
$764K Sell
2024
Q3
$772K Buy
2024
Q2
$440K Buy
2024
Q1
$401K Buy
2023
Q4
$360K Sell
2023
Q3
$325K Buy
2023
Q2
$327K Buy
2023
Q1
$311K Sell
2022
Q4
$383K Buy
2022
Q3
$291K Buy
2022
Q2
$269K Sell
2022
Q1
$319K Sell
2021
Q4
$353K Buy
2021
Q3
$328K Buy
2021
Q2
$316K Buy
2021
Q1
$301K Sell
2020
Q4
$266K Buy