Golden State Wealth Management’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 | $2.92M | Sell |
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|
2025
Q2 | $2.89M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.08M | Buy |
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|
2022
Q1 | $4.8M | Buy |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.4M | Sell |
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|
2020
Q4 | $2.42M | Sell |
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|
2020
Q3 | $3.94M | Sell |
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|
2020
Q2 | $60.4M | Buy |
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|
2020
Q1 | $2.94M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.91M | Buy |
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|
2019
Q2 | $3.78M | Sell |
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|
2019
Q1 | $3.81M | Buy |
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