Lake Street Advisors 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
2024
Q4
$1.47M Sell
2024
Q3
$1.65M Buy
2024
Q2
$1.55M Buy
2024
Q1
$1.46M Sell
2023
Q4
$1.47M Buy
2021
Q3
Sell
2021
Q2
$309K Hold
2021
Q1
$294K Hold
2020
Q4
$260K Hold
2020
Q3
$209K Hold
2020
Q2
$201K Buy
2020
Q1
Sell
2019
Q4
$233K Hold
2019
Q3
$218K Hold
2019
Q2
$220K Hold
2019
Q1
$214K Buy
2018
Q4
Sell
2018
Q3
$228K Hold
2018
Q2
$220K Sell
2018
Q1
$222K Sell
2017
Q4
$332K Buy