Huber Financial 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
2020
Q1
$310K Sell
2019
Q4
$534K Buy
2019
Q3
$318K Buy
2019
Q2
$235K Buy
2019
Q1
$229K Sell
2018
Q4
$221K Buy
2018
Q3
$268K Buy
2018
Q2
$259K Sell
2018
Q1
$252K Buy
2017
Q4
$255K Buy