Kavar Capital Partners Group’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 | $1.39M | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $965K | Hold |
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|
2022
Q2 | $995K | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $286K | Hold |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $342K | Hold |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $313K | Hold |
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|
2017
Q1 | $308K | Sell |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $291K | Hold |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $281K | Sell |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $292K | Sell |
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|
2015
Q2 | $473K | Sell |
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|
2015
Q1 | $524K | Sell |
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|
2014
Q4 | $504K | Sell |
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|
2014
Q3 | $495K | Sell |
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|
2014
Q2 | $664K | Sell |
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|
2014
Q1 | $1.07M | Sell |
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|
2013
Q4 | $1.07M | Buy |
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