Juncture Wealth Strategies’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 | $576K | Sell |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $912K | Buy |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.51M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $302K | Buy |
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|
2017
Q4 | $303K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $278K | Buy |
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|
2016
Q1 | $207K | Buy |
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