Howard 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 | $671K | Buy |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $630K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $640K | Hold |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $556K | Buy |
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