Perigon Wealth Management’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 | $18.8M | Sell |
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|
2025
Q2 | $18.7M | Sell |
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|
2025
Q1 | $19.2M | Sell |
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|
2024
Q4 | $28.8M | Sell |
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|
2024
Q3 | $29.4M | Buy |
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|
2024
Q2 | $27.5M | Buy |
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|
2024
Q1 | $28.5M | Buy |
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|
2023
Q4 | $25M | Sell |
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|
2023
Q3 | $23.9M | Buy |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $15.7M | Sell |
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|
2022
Q4 | $15.3M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $3.17M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.99M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $558K | Buy |
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|
2017
Q4 | $175K | Sell |
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|
2017
Q3 | $168K | Sell |
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|
2017
Q2 | $165K | Sell |
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|
2017
Q1 | $558K | Sell |
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|
2016
Q4 | $631K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $241K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $472K | Buy |
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|
2015
Q1 | $412K | Buy |
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|
2014
Q4 | $391K | Buy |
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|
2014
Q3 | $306K | Sell |
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|
2014
Q2 | $344K | Sell |
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|
2014
Q1 | $333K | Sell |
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|
2013
Q4 | $326K | Buy |
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