L.J. Altfest & Co’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 |
|
|||||
|
2025
Q2 | $376K | Sell |
|
|||||
|
2025
Q1 | $443K | Sell |
|
|||||
|
2024
Q4 | $3.4M | Buy |
|
|||||
|
2024
Q3 | $270K | Buy |
|
|||||
|
2024
Q2 | $246K | Buy |
|
|||||
|
2024
Q1 | $254K | Buy |
|
|||||
|
2023
Q4 | $231K | Buy |
|
|||||
|
2023
Q3 | $206K | Sell |
|
|||||
|
2023
Q2 | $222K | Buy |
|
|||||
|
2023
Q1 | $211K | Buy |
|
|||||
|
2022
Q4 | $204K | Sell |
|
|||||
|
2022
Q3 | $204K | Buy |
|
|||||
|
2022
Q2 | $203K | Buy |
|
|||||
|
2022
Q1 | $240K | Buy |
|
|||||
|
2021
Q4 | $253K | Buy |
|
|||||
|
2021
Q3 | $233K | Hold |
|
|||||
|
2021
Q2 | $238K | Buy |
|
|||||
|
2021
Q1 | $230K | Hold |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $275K | Buy |
|
|||||
|
2019
Q4 | $323K | Buy |
|
|||||
|
2019
Q3 | $302K | Hold |
|
|||||
|
2019
Q2 | $304K | Hold |
|
|||||
|
2019
Q1 | $284K | Sell |
|
|||||
|
2018
Q4 | $261K | Buy |
|