Marcum Wealth’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
Q1 | $45.9M | Buy |
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|
2024
Q4 | $47.4M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $422K | Buy |
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