Graves Light Lenhart 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
Q3 | $31.3M | Sell |
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|
2025
Q2 | $30.5M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $30M | Buy |
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|
2024
Q3 | $29.7M | Sell |
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|
2024
Q2 | $30.3M | Buy |
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|
2024
Q1 | $31.1M | Buy |
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|
2023
Q4 | $26.8M | Buy |
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|
2023
Q3 | $23.3M | Buy |
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|
2023
Q2 | $24M | Buy |
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|
2023
Q1 | $22.2M | Buy |
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|
2022
Q4 | $20.6M | Buy |
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|
2022
Q3 | $17.7M | Buy |
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|
2022
Q2 | $17.2M | Buy |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $17.2M | Buy |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $8.85M | Buy |
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|
2020
Q2 | $6.73M | Buy |
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|
2020
Q1 | $4.19M | Sell |
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|
2019
Q4 | $6.03M | Sell |
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|
2019
Q3 | $5.73M | Buy |
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|
2019
Q2 | $5.54M | Buy |
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|
2019
Q1 | $5.36M | Buy |
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|
2018
Q4 | $4.6M | Buy |
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