Keystone Wealth Services’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 | $785K | Buy |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $627K | Hold |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $972K | Buy |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $581K | Hold |
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|
2021
Q4 | $613K | Buy |
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