J.W. Coons 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 | $683K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $716K | Buy |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $667K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $824K | Sell |
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|
2021
Q4 | $936K | Buy |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $706K | Buy |
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|
2021
Q1 | $684K | Buy |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $328K | Buy |
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