Moller Wealth Partners’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 | $4.39M | Hold |
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2025
Q2 | $4.17M | Buy |
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2025
Q1 | $3.73M | Hold |
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2024
Q4 | $3.98M | Sell |
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2024
Q3 | $4.15M | Hold |
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2024
Q2 | $3.9M | Hold |
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2024
Q1 | $4.05M | Sell |
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2023
Q4 | $3.69M | Hold |
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2023
Q3 | $3.32M | Hold |
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2023
Q2 | $3.48M | Hold |
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2023
Q1 | $3.33M | Sell |
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2022
Q4 | $3.37M | Sell |
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2022
Q3 | $3.08M | Hold |
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2022
Q2 | $3.17M | Hold |
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2022
Q1 | $3.76M | Hold |
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2021
Q4 | $3.97M | Sell |
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2021
Q3 | $3.7M | Hold |
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2021
Q2 | $3.78M | Hold |
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2021
Q1 | $3.66M | Hold |
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2020
Q4 | $3.24M | Hold |
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2020
Q3 | $2.61M | Hold |
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2020
Q2 | $2.5M | Sell |
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2020
Q1 | $2.23M | Buy |
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2019
Q4 | $2.67M | Buy |
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2019
Q3 | $2.27M | Hold |
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2019
Q2 | $2.28M | Hold |
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2019
Q1 | $2.23M | Hold |
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2018
Q4 | $2.06M | Sell |
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2018
Q3 | $2.38M | Hold |
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2018
Q2 | $2.3M | Hold |
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2018
Q1 | $2.22M | Hold |
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2017
Q4 | $2.24M | Hold |
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2017
Q3 | $2.12M | Hold |
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2017
Q2 | $2.06M | Hold |
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2017
Q1 | $2.02M | Buy |
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2016
Q4 | $1.94M | Hold |
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2016
Q3 | $1.82M | Hold |
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2016
Q2 | $1.76M | Hold |
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2016
Q1 | $1.7M | Hold |
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2015
Q4 | $1.64M | Hold |
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2015
Q3 | $1.61M | Hold |
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2015
Q2 | $1.76M | Hold |
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2015
Q1 | $1.79M | Hold |
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2014
Q4 | $1.7M | Hold |
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2014
Q3 | $1.61M | Buy |
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2014
Q2 | $1.47M | Hold |
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2014
Q1 | $1.41M | Hold |
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2013
Q4 | $1.38M | Hold |
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2013
Q3 | $1.28M | Hold |
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2013
Q2 | $1.19M | Buy |
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