Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $124M | Sell |
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|
2021
Q4 | $135M | Buy |
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|
2021
Q3 | $125M | Buy |
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|
2021
Q2 | $128M | Buy |
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|
2021
Q1 | $121M | Sell |
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|
2020
Q4 | $109M | Sell |
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|
2020
Q3 | $88.4M | Buy |
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|
2020
Q2 | $83.9M | Buy |
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|
2020
Q1 | $65M | Buy |
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|
2019
Q4 | $59.6M | Sell |
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|
2019
Q3 | $57.5M | Buy |
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|
2019
Q2 | $57.4M | Buy |
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|
2019
Q1 | $53.4M | Sell |
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|
2018
Q4 | $47.5M | Buy |
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|
2018
Q3 | $56.3M | Buy |
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|
2018
Q2 | $53.9M | Buy |
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|
2018
Q1 | $49.2M | Buy |
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|
2017
Q4 | $48.7M | Buy |
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|
2017
Q3 | $45.8M | Buy |
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|
2017
Q2 | $43.5M | Sell |
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|
2017
Q1 | $44.7M | Buy |
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|
2016
Q4 | $42.7M | Sell |
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|
2016
Q3 | $44.7M | Sell |
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|
2016
Q2 | $45.3M | Sell |
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|
2016
Q1 | $44.6M | Buy |
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|
2015
Q4 | $39.5M | Buy |
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|
2015
Q3 | $38M | Buy |
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|
2015
Q2 | $37.8M | Sell |
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|
2015
Q1 | $41.7M | Buy |
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|
2014
Q4 | $38M | Buy |
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|
2014
Q3 | $35.5M | Buy |
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|
2014
Q2 | $36.4M | Buy |
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|
2014
Q1 | $33.1M | Buy |
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|
2013
Q4 | $29M | Buy |
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|
2013
Q3 | $24.8M | Buy |
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|
2013
Q2 | $21.2M | Buy |
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