Patriot Financial Group Insurance Agency’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 | $2.06M | Sell |
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|
2025
Q2 | $4.85M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $930K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.6M | Sell |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $785K | Buy |
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|
2017
Q4 | $670K | Buy |
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|
2017
Q3 | $553K | Sell |
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|
2017
Q2 | $533K | Buy |
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|
2017
Q1 | $484K | Buy |
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|
2016
Q4 | $277K | Buy |
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