Laurel Wealth Advisors (North Carolina)’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 | $13.3M | Buy |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $917K | Buy |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $839K | Buy |
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|
2022
Q2 | $778K | Buy |
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|
2022
Q1 | $922K | Buy |
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|
2021
Q4 | $782K | Hold |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $744K | Sell |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $531K | Buy |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $641K | Sell |
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|
2019
Q1 | $692K | Hold |
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|
2018
Q4 | $607K | Buy |
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