Mason Investment Advisory Services’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 | $452K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $365K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $316K | Hold |
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|
2019
Q2 | $318K | Hold |
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|
2019
Q1 | $310K | Buy |
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