HB 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 | $12.2M | Buy |
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|
2025
Q2 | $8.94M | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $9.06M | Buy |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $6.86M | Buy |
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|
2024
Q1 | $7.04M | Buy |
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|
2023
Q4 | $5.68M | Sell |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $6.06M | Buy |
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|
2023
Q1 | $5.8M | Buy |
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|
2022
Q4 | $5.24M | Buy |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $3.17M | Buy |
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|
2021
Q4 | $3.31M | Buy |
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