Mogy Joel R Investment Counsel’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 | $1.12M | Sell |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $897K | Sell |
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|
2022
Q3 | $863K | Hold |
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|
2022
Q2 | $890K | Sell |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $888K | Sell |
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|
2020
Q3 | $772K | Sell |
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|
2020
Q2 | $790K | Sell |
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|
2020
Q1 | $6.41M | Sell |
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|
2019
Q4 | $9.41M | Buy |
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|
2019
Q3 | $8.79M | Buy |
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|
2019
Q2 | $8.66M | Sell |
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|
2019
Q1 | $9.32M | Buy |
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|
2018
Q4 | $7.77M | Buy |
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|
2018
Q3 | $9.26M | Buy |
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|
2018
Q2 | $8.89M | Buy |
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|
2018
Q1 | $8.49M | Buy |
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|
2017
Q4 | $8.52M | Buy |
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|
2017
Q3 | $7.89M | Buy |
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|
2017
Q2 | $7.17M | Buy |
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|
2017
Q1 | $6.27M | Buy |
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|
2016
Q4 | $2.72M | Buy |
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|
2016
Q3 | $2.41M | Hold |
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|
2016
Q2 | $2.33M | Hold |
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|
2016
Q1 | $2.25M | Buy |
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|
2015
Q4 | $2.19K | Sell |
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|
2015
Q3 | $2.25M | Sell |
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|
2015
Q2 | $2.54M | Sell |
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|
2015
Q1 | $2.63M | Sell |
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|
2014
Q4 | $2.6M | Sell |
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|
2014
Q3 | $2.46M | Sell |
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|
2014
Q2 | $2.59M | Sell |
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|
2014
Q1 | $2.54M | Sell |
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|
2013
Q4 | $2.5M | Sell |
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|
2013
Q3 | $2.47M | Sell |
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|
2013
Q2 | $2.32M | Buy |
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