Evercore 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 | $9.85M | Sell |
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|
2025
Q1 | $9.27M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $9.61M | Buy |
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|
2023
Q1 | $8.75M | Buy |
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|
2022
Q4 | $8.33M | Sell |
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|
2022
Q3 | $7.6M | Sell |
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|
2022
Q2 | $7.92M | Sell |
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|
2022
Q1 | $9.69M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.79M | Buy |
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|
2020
Q4 | $8.26M | Buy |
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|
2020
Q3 | $6.15M | Buy |
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|
2020
Q2 | $5.89M | Sell |
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|
2020
Q1 | $5.75M | Buy |
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|
2019
Q4 | $5.98M | Buy |
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|
2019
Q3 | $5.61M | Buy |
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|
2019
Q2 | $4.18M | Buy |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $2.24M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $1.92M | Buy |
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|
2017
Q3 | $1.81M | Sell |
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|
2017
Q2 | $1.77M | Sell |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $1.66M | Sell |
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|
2016
Q3 | $5.42M | Buy |
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|
2016
Q2 | $4.7M | Hold |
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|
2016
Q1 | $4.53M | Sell |
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|
2015
Q4 | $5.03M | Buy |
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|
2015
Q3 | $4.86M | Sell |
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|
2015
Q2 | $5.6M | Sell |
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|
2015
Q1 | $6.12M | Buy |
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|
2014
Q4 | $5.11M | Sell |
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|
2014
Q3 | $5.47M | Sell |
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|
2014
Q2 | $5.84M | Buy |
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|
2014
Q1 | $5.11M | Sell |
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|
2013
Q4 | $5.04M | Buy |
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|
2013
Q3 | $4.59M | Buy |
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|
2013
Q2 | $4.12M | Buy |
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