Family 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 | $310K | Buy |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $135K | Hold |
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|
2021
Q2 | $138K | Hold |
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|
2021
Q1 | $133K | Hold |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $659K | Sell |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $2.79M | Sell |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $2.81M | Buy |
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