Monterey Private Wealth’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
Q1 | $288K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $215K | Buy |
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