Kathleen S. Wright Associates’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 | $1.05M | Sell |
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|
2025
Q2 | $999K | Sell |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $909K | Buy |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $881K | Sell |
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|
2023
Q4 | $811K | Sell |
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|
2023
Q3 | $797K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $707K | Buy |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $745K | Buy |
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