Morris Financial Concepts’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 | $730K | Buy |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $741K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $786K | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.3M | Buy |
|