Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $778K | Sell |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $367 | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $2.18M | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $4.4M | Buy |
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