Lee, Danner & Bass’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 | $315K | Hold |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $282K | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $595K | Hold |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $597K | Hold |
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|
2022
Q4 | $577K | Hold |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $602K | Hold |
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|
2021
Q3 | $560K | Buy |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $376K | Hold |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $355K | Hold |
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|
2019
Q1 | $346K | Hold |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $335K | Hold |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $412K | Hold |
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|
2017
Q4 | $417K | Buy |
|
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $235K | Hold |
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|
2016
Q2 | $227K | Hold |
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|
2016
Q1 | $224K | Hold |
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|
2015
Q4 | $211K | Buy |
|