EP 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
Q2 | $30.1M | Buy |
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|
2025
Q1 | $18.1M | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $16M | Sell |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $15.3M | Sell |
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|
2023
Q3 | $14.1M | Buy |
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|
2023
Q2 | $17.1M | Sell |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $2.75M | Sell |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.64M | Buy |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $954K | Buy |
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|
2016
Q3 | $655K | Sell |
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|
2016
Q2 | $665K | Buy |
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|
2016
Q1 | $541K | Sell |
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|
2015
Q4 | $589K | Buy |
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|
2015
Q3 | $512K | Sell |
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|
2015
Q2 | $651K | Sell |
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|
2015
Q1 | $673K | Buy |
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|
2014
Q4 | $548K | Sell |
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|
2014
Q3 | $658K | Buy |
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|
2014
Q2 | $621K | Buy |
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|
2014
Q1 | $581K | Hold |
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|
2013
Q4 | $565K | Hold |
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|
2013
Q3 | $524K | Buy |
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