Elk River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $685K | Hold |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $711K | Sell |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $9.08M | Buy |
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|
2021
Q2 | $8.45M | Buy |
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|
2021
Q1 | $7.65M | Buy |
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|
2020
Q4 | $5.45M | Buy |
|