Morton Brown Family 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
Q3 | $261K | Sell |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $151K | Buy |
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