Modera 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 | $51.8M | Sell |
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|
2025
Q1 | $49.6M | Sell |
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|
2024
Q4 | $54.8M | Buy |
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|
2024
Q3 | $51.8M | Sell |
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|
2024
Q2 | $49.7M | Sell |
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|
2024
Q1 | $52.6M | Sell |
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|
2023
Q4 | $48.9M | Sell |
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|
2023
Q3 | $44.8M | Sell |
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|
2023
Q2 | $47.5M | Buy |
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|
2023
Q1 | $28.2M | Buy |
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|
2022
Q4 | $27.1M | Sell |
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|
2022
Q3 | $25.6M | Sell |
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|
2022
Q2 | $27.8M | Sell |
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|
2022
Q1 | $37.9M | Sell |
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|
2021
Q4 | $51M | Sell |
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|
2021
Q3 | $48.8M | Buy |
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|
2021
Q2 | $49.7M | Sell |
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|
2021
Q1 | $48.3M | Sell |
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|
2020
Q4 | $44.3M | Sell |
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|
2020
Q3 | $36.8M | Sell |
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|
2020
Q2 | $37.1M | Sell |
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|
2020
Q1 | $31.7M | Sell |
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|
2019
Q4 | $46.1M | Sell |
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|
2019
Q3 | $44.4M | Buy |
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|
2019
Q2 | $44.2M | Sell |
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|
2019
Q1 | $43.4M | Buy |
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|
2018
Q4 | $36.9M | Buy |
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|
2018
Q3 | $44.5M | Sell |
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|
2018
Q2 | $43.1M | Sell |
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|
2018
Q1 | $43.4M | Buy |
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|
2017
Q4 | $43.6M | Sell |
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|
2017
Q3 | $41.6M | Buy |
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|
2017
Q2 | $40.3M | Buy |
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|
2017
Q1 | $39.5M | Sell |
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|
2016
Q4 | $39.9M | Sell |
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|
2016
Q3 | $37.8M | Sell |
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|
2016
Q2 | $37.1M | Buy |
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|
2016
Q1 | $35.8M | Buy |
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|
2015
Q4 | $34.3M | Sell |
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|
2015
Q3 | $34.2M | Sell |
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|
2015
Q2 | $38.2M | Sell |
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|
2015
Q1 | $39.3M | Sell |
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|
2014
Q4 | $38.9M | Sell |
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|
2014
Q3 | $37.6M | Sell |
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|
2014
Q2 | $39.5M | Buy |
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|
2014
Q1 | $37.1M | Buy |
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|
2013
Q4 | $35.2M | Buy |
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|
2013
Q3 | $31.1M | Buy |
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|
2013
Q2 | $28.4M | Buy |
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