Forvis Mazars 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 | $31.7M | Sell |
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|
2025
Q1 | $30.3M | Sell |
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|
2024
Q4 | $33.2M | Sell |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $40.3M | Sell |
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|
2024
Q1 | $44.2M | Sell |
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|
2023
Q4 | $40.8M | Sell |
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|
2023
Q3 | $38.1M | Sell |
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|
2023
Q2 | $41M | Sell |
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|
2023
Q1 | $41.7M | Sell |
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|
2022
Q4 | $42.5M | Sell |
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|
2022
Q3 | $43.5M | Sell |
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|
2022
Q2 | $72.9M | Sell |
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|
2022
Q1 | $95.1M | Buy |
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|
2021
Q4 | $96.7M | Buy |
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|
2021
Q3 | $87.6M | Buy |
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|
2021
Q2 | $86.6M | Buy |
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|
2021
Q1 | $81.1M | Buy |
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|
2020
Q4 | $63.7M | Buy |
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|
2020
Q3 | $34.3M | Buy |
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|
2020
Q2 | $6.45M | Sell |
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|
2020
Q1 | $5.31M | Sell |
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|
2019
Q4 | $8.03M | Sell |
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|
2019
Q3 | $7.76M | Sell |
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|
2019
Q2 | $9.13M | Sell |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $9.2M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $11.5M | Buy |
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|
2018
Q1 | $10.9M | Sell |
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|
2017
Q4 | $19.8M | Buy |
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|
2017
Q3 | $18M | Buy |
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|
2017
Q2 | $17.2M | Sell |
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|
2017
Q1 | $17.2M | Buy |
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|
2016
Q4 | $15.7M | Buy |
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|
2016
Q3 | $14.3M | Sell |
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|
2016
Q2 | $14M | Sell |
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|
2016
Q1 | $14M | Sell |
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|
2015
Q4 | $17.2M | Sell |
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|
2015
Q3 | $21M | Sell |
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|
2015
Q2 | $25.1M | Sell |
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|
2015
Q1 | $26.7M | Sell |
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|
2014
Q4 | $28.9M | Buy |
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|
2014
Q3 | $26.3M | Buy |
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|
2014
Q2 | $26.9M | Buy |
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|
2014
Q1 | $25.6M | Sell |
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|
2013
Q4 | $25.2M | Sell |
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|
2013
Q3 | $23.8M | Buy |
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