McLean Asset 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 | $576K | Sell |
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|
2025
Q2 | $558K | Buy |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $209K | Hold |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $224K | Buy |
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