Lee Financial’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 | $80.5M | Buy |
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|
2025
Q1 | $74.4M | Sell |
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|
2024
Q4 | $80.1M | Buy |
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|
2024
Q3 | $80M | Buy |
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|
2024
Q2 | $71.3M | Buy |
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|
2024
Q1 | $73.5M | Buy |
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|
2023
Q4 | $65.7M | Sell |
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|
2023
Q3 | $61.1M | Sell |
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|
2023
Q2 | $67.4M | Buy |
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|
2023
Q1 | $63M | Buy |
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|
2022
Q4 | $60.6M | Buy |
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|
2022
Q3 | $53.8M | Buy |
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|
2022
Q2 | $53.7M | Buy |
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|
2022
Q1 | $62.9M | Buy |
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|
2021
Q4 | $66.2M | Buy |
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|
2021
Q3 | $61.1M | Buy |
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|
2021
Q2 | $62.4M | Sell |
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|
2021
Q1 | $61M | Sell |
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|
2020
Q4 | $55.9M | Sell |
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|
2020
Q3 | $46.2M | Sell |
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|
2020
Q2 | $52M | Sell |
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|
2020
Q1 | $52.6M | Buy |
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|
2019
Q4 | $74.5M | Sell |
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|
2019
Q3 | $70.9M | Sell |
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|
2019
Q2 | $72.8M | Buy |
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|
2019
Q1 | $68.7M | Buy |
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|
2018
Q4 | $53.7M | Buy |
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|
2018
Q3 | $64.5M | Sell |
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|
2018
Q2 | $62.6M | Buy |
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|
2018
Q1 | $60.2M | Buy |
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|
2017
Q4 | $59.9M | Sell |
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|
2017
Q3 | $56.5M | Buy |
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|
2017
Q2 | $49.3M | Buy |
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|
2017
Q1 | $48.1M | Buy |
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|
2016
Q4 | $42.4M | Buy |
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