Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.75M | Buy |
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2023
Q2 | $162K | Hold |
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2023
Q1 | $155K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.39M | Sell |
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2019
Q2 | $2.5M | Buy |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $3.55M | Buy |
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|
2018
Q2 | $3.16M | Buy |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | $910K | Buy |
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