EverSource 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 | $2.27M | Buy |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.38M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $958K | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $762K | Sell |
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|
2022
Q1 | $913K | Buy |
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|
2021
Q4 | $699K | Buy |
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