Empirical 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
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $880K | Buy |
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|
2024
Q2 | $774K | Sell |
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|
2024
Q1 | $910K | Sell |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $919K | Buy |
|
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $756K | Sell |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $939K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $412K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $278K | Buy |
|
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $205K | Sell |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $330K | Buy |
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|
2016
Q3 | $269K | Sell |
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|
2016
Q2 | $263K | Buy |
|