Halbert Hargrove Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.5K | Sell |
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|
2025
Q2 | $97.6K | Sell |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $77.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $73K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $67K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $67K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $56K | Buy |
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