Keebeck Wealth Management’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
$360K Sell
2025
Q1
$398K Hold
2024
Q4
$425K Sell
2024
Q3
$427K Sell
2024
Q2
$403K Sell
2024
Q1
$471K Sell
2023
Q4
$433K Sell
2023
Q3
$1.9M Buy
2023
Q2
$251K Buy
2023
Q1
$238K Hold
2022
Q4
$231K Hold
2022
Q3
$209K Sell
2022
Q2
$221K Buy
2021
Q3
Sell
2021
Q2
$1.36M Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2020
Q1
Sell
2019
Q4
$3K Buy