EPG 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 | $6.64M | Buy |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.54M | Sell |
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|
2024
Q3 | $7.14M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.78M | Sell |
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|
2023
Q4 | $7.09M | Buy |
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|
2023
Q3 | $5.65M | Buy |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $5.66M | Sell |
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|
2022
Q4 | $5.51M | Buy |
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|
2022
Q3 | $4.89M | Buy |
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|
2022
Q2 | $4.47M | Sell |
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|
2022
Q1 | $5.37M | Buy |
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|
2021
Q4 | $5.2M | Buy |
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|
2021
Q3 | $4.72M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.51M | Buy |
|