James J. Burns & Company’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
Q4 | $325K | Sell |
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|
2025
Q3 | $323K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $264K | Buy |
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