Montag & Associates’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 | $18.2M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $21.1M | Buy |
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|
2024
Q3 | $15.1M | Sell |
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|
2024
Q2 | $14.3M | Sell |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $9.4M | Sell |
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|
2023
Q2 | $9.86M | Buy |
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|
2023
Q1 | $9.38M | Buy |
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|
2022
Q4 | $8.82M | Buy |
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|
2022
Q3 | $5.56M | Buy |
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|
2022
Q2 | $4.91M | Sell |
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|
2022
Q1 | $5.94M | Sell |
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|
2021
Q4 | $6.71M | Buy |
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|
2021
Q3 | $5.89M | Buy |
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|
2021
Q2 | $5.99M | Sell |
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|
2021
Q1 | $6.08M | Buy |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $6.25M | Buy |
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|
2020
Q2 | $5.99M | Buy |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $4.15M | Buy |
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|
2019
Q3 | $3.67M | Buy |
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|
2019
Q2 | $3.34M | Buy |
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|
2019
Q1 | $3.25M | Buy |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q3 | $3.22M | Hold |
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|
2018
Q2 | $3.12M | Hold |
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|
2018
Q1 | $3M | Sell |
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|
2017
Q4 | $3.05M | Hold |
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|
2017
Q3 | $2.88M | Hold |
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.73M | Hold |
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|
2016
Q4 | $2.64M | Sell |
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|
2016
Q3 | $2.53M | Hold |
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|
2016
Q2 | $2.44M | Sell |
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|
2016
Q1 | $2.37M | Sell |
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|
2015
Q4 | $2.39M | Sell |
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|
2015
Q3 | $2.62M | Hold |
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|
2015
Q2 | $2.88M | Sell |
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|
2015
Q1 | $3.02M | Sell |
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|
2014
Q4 | $2.92M | Hold |
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|
2014
Q3 | $2.76M | Sell |
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|
2014
Q2 | $2.99M | Sell |
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|
2014
Q1 | $2.92M | Sell |
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|
2013
Q4 | $2.87M | Buy |
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|
2013
Q3 | $2.64M | Buy |
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|
2013
Q2 | $2.13M | Buy |
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