HighMark 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
Q2 | $3.6M | Buy |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $4.29M | Buy |
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|
2024
Q1 | $4.35M | Buy |
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|
2023
Q4 | $3.82M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $3.6M | Sell |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | $3.52M | Sell |
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|
2021
Q1 | $3.92M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $2.97M | Sell |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $2.32M | Sell |
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|
2019
Q4 | $3.66M | Buy |
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