Kovitz Investment Group Partners’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 | $33.6M | Sell |
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|
2025
Q1 | $39.6M | Buy |
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|
2024
Q4 | $41M | Buy |
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|
2024
Q3 | $33.8M | Buy |
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|
2024
Q2 | $26.2M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q4 | $872K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $965K | Hold |
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|
2021
Q2 | $986K | Sell |
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|
2021
Q1 | $957K | Buy |
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|
2020
Q4 | $838K | Buy |
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|
2020
Q3 | $668K | Hold |
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|
2020
Q2 | $641K | Hold |
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|
2020
Q1 | $519K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $246 | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $308K | Sell |
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|
2017
Q1 | $305K | Buy |
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