GoalVest Advisory’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 | $234K | Buy |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $184K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $196K | Hold |
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|
2024
Q2 | $184K | Hold |
|
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $175K | Hold |
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|
2023
Q3 | $157K | Hold |
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|
2023
Q2 | $165K | Buy |
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|
2023
Q1 | $45K | Buy |
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|
2022
Q4 | $1.21K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23K | Buy |
|