Kerntke Otto McGlone Wealth Management 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 | $2.24M | Buy |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $8.73M | Buy |
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|
2024
Q3 | $8.36M | Buy |
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|
2024
Q2 | $7.49M | Buy |
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|
2024
Q1 | $7.01M | Sell |
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|
2023
Q4 | $8.3M | Buy |
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|
2023
Q3 | $7.36M | Buy |
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|
2023
Q2 | $7.54M | Buy |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $7.13M | Buy |
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|
2022
Q3 | $6.03M | Buy |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $5.4M | Buy |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $6.37M | Sell |
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|
2021
Q1 | $6.43M | Buy |
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|
2020
Q4 | $5.47M | Buy |
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|
2020
Q3 | $3.94M | Buy |
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|
2020
Q2 | $3.51M | Sell |
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|
2020
Q1 | $2.86M | Buy |
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|
2019
Q4 | $3.96M | Buy |
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