J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $8.82M | Sell |
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|
2024
Q3 | $9.04M | Buy |
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|
2024
Q2 | $8.43M | Buy |
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|
2024
Q1 | $8.57M | Buy |
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|
2023
Q4 | $7.76M | Buy |
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|
2023
Q3 | $5.9M | Buy |
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|
2023
Q2 | $6.11M | Buy |
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|
2023
Q1 | $5.65M | Buy |
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|
2022
Q4 | $5.28M | Sell |
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|
2022
Q3 | $5.05M | Sell |
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|
2022
Q2 | $5.3M | Sell |
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|
2022
Q1 | $6.53M | Sell |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.56M | Sell |
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|
2021
Q1 | $7.16M | Sell |
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|
2020
Q4 | $6.93M | Buy |
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|
2020
Q3 | $3.12M | Sell |
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|
2020
Q2 | $6.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.46M | Buy |
|