Liberty Wealth Management’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 | $279K | Buy |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $147K | Sell |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $160K | Buy |
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|
2020
Q1 | $120K | Sell |
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|
2019
Q4 | $620K | Buy |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $374K | Buy |
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|
2019
Q1 | $310K | Sell |
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|
2018
Q4 | $352K | Buy |
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