Intergy Private Wealth’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 | $757K | Sell |
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|
2025
Q2 | $725K | Hold |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $732K | Buy |
|
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|
2024
Q3 | $732K | Sell |
|
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|
2024
Q2 | $688K | Buy |
|
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $626K | Hold |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $616K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $2.67M | Buy |
|