Encompass Wealth Advisors’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 | $14M | Buy |
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|
2025
Q2 | $12.9M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.87M | Buy |
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|
2023
Q2 | $8.89M | Buy |
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|
2023
Q1 | $8.45M | Buy |
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|
2022
Q4 | $8.06M | Sell |
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|
2022
Q3 | $7.49M | Sell |
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|
2022
Q2 | $7.85M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $6.64M | Buy |
|