Everett Harris & Co’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 | $499K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $644K | Sell |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $532K | Buy |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $342K | Buy |
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|
2019
Q4 | $332K | Sell |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $230K | Sell |
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|
2017
Q3 | $299K | Buy |
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