PDS Planning’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 | $14.8M | Sell |
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|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $13.8M | Sell |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $50.3M | Buy |
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|
2024
Q1 | $50.8M | Buy |
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|
2023
Q4 | $45.6M | Buy |
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|
2023
Q3 | $39.6M | Buy |
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|
2023
Q2 | $40M | Buy |
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|
2023
Q1 | $35.2M | Buy |
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|
2022
Q4 | $32.2M | Buy |
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|
2022
Q3 | $27.8M | Buy |
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|
2022
Q2 | $25.3M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $26.4M | Buy |
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|
2021
Q3 | $20.7M | Buy |
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|
2021
Q2 | $18.6M | Buy |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $8.07M | Buy |
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|
2020
Q2 | $7.3M | Sell |
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|
2020
Q1 | $6.91M | Buy |
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|
2019
Q4 | $7.15M | Buy |
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|
2019
Q3 | $6.31M | Buy |
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|
2019
Q2 | $5.96M | Sell |
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|
2019
Q1 | $5.87M | Buy |
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|
2018
Q4 | $4.63M | Buy |
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|
2018
Q3 | $5.4M | Buy |
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|
2018
Q2 | $4.86M | Buy |
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|
2018
Q1 | $4.56M | Buy |
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|
2017
Q4 | $4.54M | Buy |
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