Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $103K | Buy |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $64K | Sell |
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|
2020
Q2 | $65K | Sell |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $86K | Sell |
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|
2019
Q3 | $84K | Sell |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $91K | Sell |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $97K | Buy |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $1.78M | Buy |
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|
2017
Q3 | $1.57M | Buy |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Buy |
|