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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.09M | Buy |
60,699
+2,632
| +5% | +$183K | 1.66% | 13 |
|
|
2025
Q4 | $3.83M | Buy |
58,067
+466
| +0.8% | +$30.5K | 1.56% | 13 |
|
|
2025
Q3 | $3.76M | Sell |
57,601
-392
| -0.7% | -$25.2K | 1.65% | 12 |
|
|
2025
Q2 | $3.6M | Buy |
57,993
+1,084
| +2% | +$63.6K | 1.76% | 9 |
|
|
2025
Q1 | $3.32M | Buy |
56,909
+20
| +0% | +$1.24K | 1.96% | 10 |
|
|
2024
Q4 | $3.54M | Sell |
56,889
-13,423
| -19% | -$861K | 2.04% | 9 |
|
|
2024
Q3 | $4.38M | Sell |
70,312
-2,914
| -4% | -$176K | 2.4% | 7 |
|
|
2024
Q2 | $4.29M | Buy |
73,226
+1,689
| +2% | +$99.2K | 2.58% | 7 |
|
|
2024
Q1 | $4.35M | Buy |
71,537
+2,562
| +4% | +$145K | 2.69% | 7 |
|
|
2023
Q4 | $3.82M | Buy |
68,975
+9,085
| +15% | +$461K | 2.82% | 5 |
|
|
2023
Q3 | $2.99M | Buy |
59,890
+175
| +0.3% | +$9.17K | 2.48% | 6 |
|
|
2023
Q2 | $3.12M | Buy |
59,715
+990
| +2% | +$49.2K | 2.35% | 6 |
|
|
2023
Q1 | $2.94M | Sell |
58,725
-1,280
| -2% | -$65.2K | 2.29% | 5 |
|
|
2022
Q4 | $2.9M | Sell |
60,005
-2,630
| -4% | -$127K | 2.19% | 6 |
|
|
2022
Q3 | $2.74M | Buy |
62,635
+240
| +0.4% | +$11.6K | 2.34% | 6 |
|
|
2022
Q2 | $2.82M | Sell |
62,395
-4,715
| -7% | -$233K | 2.27% | 7 |
|
|
2022
Q1 | $3.6M | Sell |
67,110
-705
| -1% | -$37.5K | 2.41% | 7 |
|
|
2021
Q4 | $3.84M | Buy |
67,815
+860
| +1% | +$47.9K | 2.43% | 8 |
|
|
2021
Q3 | $3.52M | Buy |
66,955
+1,390
| +2% | +$74.8K | 2.59% | 7 |
|
|
2021
Q2 | $3.52M | Sell |
65,565
-9,570
| -13% | -$517K | 2.59% | 7 |
|
|
2021
Q1 | $3.92M | Sell |
75,135
-2,825
| -4% | -$141K | 3.13% | 6 |
|
|
2020
Q4 | $3.58M | Sell |
77,960
-2,275
| -3% | -$95.9K | 3.08% | 6 |
|
|
2020
Q3 | $2.97M | Sell |
80,235
-45
| -0.1% | -$1.68K | 2.68% | 8 |
|
|
2020
Q2 | $2.87M | Sell |
80,280
-330
| -0.4% | -$11K | 3.15% | 6 |
|
|
2020
Q1 | $2.32M | Sell |
80,610
-8,370
| -9% | -$311K | 2.8% | 7 |
|
|
2019
Q4 | $3.66M | Buy |
+88,980
| New | +$3.53M | 3.91% | 5 |
|
Other funds holding IJH
