Geneva Partners’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 | $286K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $2.65M | Sell |
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|
2021
Q3 | $3.47M | Sell |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $649K | Buy |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $492K | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.8M | Sell |
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|
2018
Q3 | $3.03M | Buy |
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|
2018
Q2 | $2.42M | Sell |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $2.25M | Buy |
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|
2016
Q2 | $1.98M | Buy |
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