KFG 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
Q3 | $329K | Sell |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $225K | Buy |
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