Legacy Wealth Management (Tennessee)’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 | $89.8M | Sell |
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|
2025
Q2 | $86.1M | Buy |
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|
2025
Q1 | $78.5M | Sell |
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|
2024
Q4 | $84.8M | Sell |
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|
2024
Q3 | $87.8M | Sell |
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|
2024
Q2 | $84.2M | Sell |
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|
2024
Q1 | $89.8M | Sell |
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|
2023
Q4 | $86.3M | Sell |
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|
2023
Q3 | $78M | Sell |
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|
2023
Q2 | $82.9M | Sell |
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|
2023
Q1 | $80.2M | Sell |
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|
2022
Q4 | $79.6M | Buy |
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|
2022
Q3 | $69.6M | Sell |
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|
2022
Q2 | $71.9M | Sell |
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|
2022
Q1 | $85.8M | Sell |
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|
2021
Q4 | $92.4M | Sell |
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|
2021
Q3 | $87.5M | Sell |
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|
2021
Q2 | $90.7M | Sell |
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|
2021
Q1 | $90.4M | Sell |
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|
2020
Q4 | $87M | Sell |
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|
2020
Q3 | $73.6M | Sell |
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|
2020
Q2 | $72.5M | Sell |
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|
2020
Q1 | $84.8M | Buy |
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|
2019
Q4 | $95.7M | Buy |
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|
2019
Q3 | $89.3M | Buy |
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|
2019
Q2 | $65.6M | Buy |
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|
2019
Q1 | $61.9M | Buy |
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|
2018
Q4 | $52.2M | Sell |
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|
2018
Q3 | $64.1M | Sell |
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|
2018
Q2 | $63.7M | Sell |
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|
2018
Q1 | $62.2M | Sell |
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|
2017
Q4 | $67M | Sell |
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|
2017
Q3 | $63.6M | Sell |
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|
2017
Q2 | $84.5M | Buy |
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|
2017
Q1 | $82.1M | Sell |
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|
2016
Q4 | $80.4M | Sell |
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|
2016
Q3 | $76.3M | Buy |
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|
2016
Q2 | $60.1M | Sell |
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|
2016
Q1 | $59.6M | Buy |
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|
2015
Q4 | $50.7M | Buy |
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|
2015
Q3 | $47.5M | Buy |
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|
2015
Q2 | $26.2M | Buy |
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|
2015
Q1 | $23.7M | Buy |
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|
2014
Q4 | $21.6M | Buy |
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