Elwood & Goetz Wealth Advisory Group’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 | $1.85M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.37M | Hold |
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|
2024
Q4 | $1.46M | Hold |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $926K | Sell |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $810K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $803K | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $454K | Buy |
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