Melone Private 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
Q3 | $674K | Buy |
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|
2025
Q2 | $566K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $679K | Hold |
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $663K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $893K | Buy |
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