Exencial 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 | $7.22M | Sell |
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|
2025
Q1 | $6.81M | Sell |
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|
2024
Q4 | $7.32M | Sell |
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|
2024
Q3 | $7.36M | Sell |
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|
2024
Q2 | $7.44M | Sell |
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|
2024
Q1 | $8.05M | Sell |
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|
2023
Q4 | $7.65M | Sell |
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|
2023
Q3 | $6.96M | Sell |
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|
2023
Q2 | $7.71M | Sell |
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|
2023
Q1 | $7.53M | Sell |
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|
2022
Q4 | $7.32M | Sell |
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|
2022
Q3 | $7.03M | Sell |
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|
2022
Q2 | $7.37M | Buy |
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|
2022
Q1 | $8.07M | Buy |
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|
2021
Q4 | $8.09M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8.21M | Buy |
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|
2021
Q1 | $7.94M | Buy |
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|
2020
Q4 | $6.97M | Sell |
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|
2020
Q3 | $5.67M | Buy |
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|
2020
Q2 | $5.18M | Buy |
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|
2020
Q1 | $3.46M | Buy |
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|
2019
Q4 | $3.6M | Sell |
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|
2019
Q3 | $3.4M | Buy |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $3.21M | Buy |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $992K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $460K | Buy |
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|
2017
Q2 | $429K | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $994K | Buy |
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|
2016
Q3 | $895K | Sell |
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|
2016
Q2 | $1.14M | Buy |
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|
2016
Q1 | $801K | Sell |
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|
2015
Q4 | $745K | Sell |
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|
2015
Q3 | $801K | Sell |
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|
2015
Q2 | $890K | Hold |
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|
2015
Q1 | $915K | Buy |
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|
2014
Q4 | $856K | Hold |
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|
2014
Q3 | $815K | Sell |
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|
2014
Q2 | $857K | Buy |
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|
2014
Q1 | $671K | Sell |
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|
2013
Q4 | $695K | Sell |
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|
2013
Q3 | $688K | Sell |
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|
2013
Q2 | $679K | Buy |
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