Forum Financial 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 | $346K | Sell |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $240K | Buy |
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