LifeSteps 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
Q3
$4.26M Sell
2025
Q2
$4.12M Buy
2025
Q1
$3.87M Buy
2024
Q4
$4.12M Sell
2024
Q3
$4.17M Sell
2024
Q2
$3.96M Sell
2024
Q1
$4.62M Sell
2023
Q4
$4.36M Sell
2023
Q3
$3.98M Sell
2023
Q2
$4.21M Sell
2023
Q1
$4.14M Sell
2022
Q4
$4.18M Sell
2022
Q3
$3.93M Sell
2022
Q2
$4.36M Sell
2022
Q1
$5.25M Sell
2021
Q4
$5.83M Sell
2021
Q3
$5.47M Sell
2021
Q2
$5.63M Buy
2021
Q1
$5.39M Sell
2020
Q4
$4.86M Sell
2020
Q3
$3.96M Sell
2020
Q2
$3.81M Sell
2020
Q1
$3.13M Sell
2019
Q4
$4.59M Buy