Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $701K | Buy |
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|
2019
Q4 | $488K | Hold |
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|
2019
Q3 | $458K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $215K | Buy |
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