Moneta Group Investment Advisors’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 | $102M | Buy |
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|
2025
Q1 | $65.5M | Buy |
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|
2024
Q4 | $68.5M | Buy |
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|
2024
Q3 | $67.3M | Buy |
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|
2024
Q2 | $62.5M | Sell |
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|
2024
Q1 | $65M | Buy |
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|
2023
Q4 | $56.1M | Buy |
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|
2023
Q3 | $47.9M | Buy |
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|
2023
Q2 | $44.3M | Buy |
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|
2023
Q1 | $37.6M | Buy |
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|
2022
Q4 | $31.7M | Sell |
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|
2022
Q3 | $27M | Sell |
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|
2022
Q2 | $30.7M | Buy |
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|
2022
Q1 | $24.2M | Buy |
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|
2021
Q4 | $24.8M | Buy |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $3.34M | Sell |
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|
2020
Q1 | $3.1M | Buy |
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|
2019
Q4 | $3.91M | Buy |
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|
2019
Q3 | $2.85M | Sell |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.82M | Sell |
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|
2018
Q4 | $2.49M | Sell |
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|
2018
Q3 | $3.14M | Buy |
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|
2018
Q2 | $2.82M | Buy |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $70K | Buy |
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