Independent Solutions 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 | $9.23M | Sell |
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|
2025
Q2 | $8.86M | Buy |
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|
2025
Q1 | $8.28M | Buy |
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|
2024
Q4 | $8.69M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $9.75M | Buy |
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|
2023
Q3 | $8.68M | Sell |
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|
2023
Q2 | $9.17M | Sell |
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|
2023
Q1 | $8.9M | Sell |
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|
2022
Q4 | $9M | Buy |
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|
2022
Q3 | $7.7M | Sell |
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|
2022
Q2 | $8.08M | Sell |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $11.5M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $7.95M | Sell |
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|
2020
Q2 | $7.85M | Sell |
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|
2020
Q1 | $6.64M | Buy |
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|
2019
Q4 | $8.68M | Buy |
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