Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.18M | Buy |
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|
2024
Q2 | $7.71M | Buy |
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|
2024
Q1 | $7.7M | Sell |
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|
2023
Q4 | $7.07M | Sell |
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|
2023
Q3 | $7.89M | Sell |
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|
2023
Q2 | $8.35M | Sell |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $11.3M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $7.95M | Sell |
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|
2021
Q3 | $7.64M | Buy |
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|
2021
Q2 | $7.37M | Sell |
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|
2021
Q1 | $7.51M | Sell |
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|
2020
Q4 | $6.92M | Sell |
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|
2020
Q3 | $6.07M | Buy |
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|
2020
Q2 | $5.34M | Sell |
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|
2020
Q1 | $4.34M | Buy |
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|
2019
Q4 | $3.68M | Buy |
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