Lyell 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
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.98M | Sell |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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