Hilltop Wealth 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 | $796K | Hold |
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|
2025
Q2 | $756K | Sell |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $739K | Sell |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $768K | Hold |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $746K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $698K | Hold |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $964K | Sell |
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|
2020
Q1 | $4.25M | Buy |
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|
2019
Q4 | $4.81M | Buy |
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