Fusion Family Wealth’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 | $1.3M | Buy |
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|
2025
Q1 | $680K | Buy |
|
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $707K | Sell |
|
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|
2024
Q2 | $671K | Buy |
|
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|
2024
Q1 | $684K | Buy |
|
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|
2023
Q4 | $563K | Sell |
|
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|
2023
Q3 | $554K | Buy |
|
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|
2023
Q2 | $560K | Buy |
|
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|
2023
Q1 | $530K | Sell |
|
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|
2022
Q4 | $518K | Sell |
|
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|
2022
Q3 | $1.46M | Buy |
|
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|
2022
Q2 | $499K | Buy |
|
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|
2022
Q1 | $590K | Sell |
|
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|
2021
Q4 | $745K | Sell |
|
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $4.61M | Sell |
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|
2021
Q1 | $4.85M | Sell |
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|
2020
Q4 | $4.31M | Sell |
|
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|
2020
Q3 | $3.63M | Sell |
|
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|
2020
Q2 | $3.9M | Buy |
|
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|
2020
Q1 | $1.56M | Buy |
|
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|
2019
Q4 | $1.48M | Buy |
|
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|
2019
Q3 | $1.05M | Sell |
|
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|
2019
Q2 | $1.33M | Buy |
|
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|
2019
Q1 | $1.05M | Sell |
|
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|
2018
Q4 | $1.49M | Buy |
|
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|
2018
Q3 | $240K | Sell |
|
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|
2018
Q2 | $343K | Sell |
|
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|
2018
Q1 | $333K | Sell |
|
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|
2017
Q4 | $345K | Sell |
|
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|
2017
Q3 | $356K | Sell |
|
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|
2017
Q2 | $380K | Buy |
|
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|
2017
Q1 | $374K | Sell |
|
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|
2016
Q4 | $713K | Buy |
|