Lederer & Associates Investment Counsel’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
Q2 | – | Sell |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $386K | Hold |
|
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $356K | Hold |
|
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $319K | Sell |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $305K | Hold |
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|
2018
Q2 | $295K | Hold |
|
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $282K | Hold |
|
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|
2017
Q3 | $266K | Hold |
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|
2017
Q2 | $258K | Hold |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $269K | Buy |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $284K | Hold |
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|
2015
Q1 | $288K | Hold |
|
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|
2014
Q4 | $274K | Buy |
|