Moody Lynn & Lieberson’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 | $898K | Sell |
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|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $825K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $838K | Buy |
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|
2024
Q1 | $866K | Hold |
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|
2023
Q4 | $791K | Hold |
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|
2023
Q3 | $711K | Hold |
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|
2023
Q2 | $746K | Hold |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $705K | Hold |
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|
2022
Q3 | $639K | Hold |
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|
2022
Q2 | $660K | Hold |
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|
2022
Q1 | $782K | Hold |
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|
2021
Q4 | $825K | Hold |
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|
2021
Q3 | $767K | Hold |
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|
2021
Q2 | $784K | Hold |
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|
2021
Q1 | $759K | Buy |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $545K | Hold |
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|
2020
Q2 | $523K | Sell |
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|
2020
Q1 | $495 | Sell |
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|
2019
Q4 | $834K | Buy |
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|
2019
Q3 | $584K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $496K | Hold |
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|
2018
Q3 | $601K | Hold |
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|
2018
Q2 | $582K | Hold |
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|
2018
Q1 | $560K | Hold |
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|
2017
Q4 | $584K | Sell |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $716K | Buy |
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|
2017
Q1 | $634K | Hold |
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|
2016
Q4 | $612K | Hold |
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|
2016
Q3 | $573K | Hold |
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|
2016
Q2 | $553K | Hold |
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|
2016
Q1 | $534K | Sell |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $506K | Sell |
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|
2015
Q2 | $855K | Hold |
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|
2015
Q1 | $867K | Hold |
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|
2014
Q4 | $826K | Hold |
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|
2014
Q3 | $780K | Buy |
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|
2014
Q2 | $673K | Sell |
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|
2014
Q1 | $662K | Hold |
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|
2013
Q4 | $644K | Sell |
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|
2013
Q3 | $633K | Hold |
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|
2013
Q2 | $589K | Buy |
|