Peterson Wealth Advisors’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 | $1.76M | Sell |
|
|||||
|
2025
Q2 | $1.78M | Buy |
|
|||||
|
2025
Q1 | $1.47M | Buy |
|
|||||
|
2024
Q4 | $577K | Sell |
|
|||||
|
2024
Q3 | $593K | Sell |
|
|||||
|
2024
Q2 | $651K | Buy |
|
|||||
|
2024
Q1 | $674K | Buy |
|
|||||
|
2023
Q4 | $614K | Sell |
|
|||||
|
2023
Q3 | $564K | Hold |
|
|||||
|
2023
Q2 | $593K | Sell |
|
|||||
|
2023
Q1 | $578K | Sell |
|
|||||
|
2022
Q4 | $570K | Buy |
|
|||||
|
2022
Q3 | $492K | Hold |
|
|||||
|
2022
Q2 | $508K | Hold |
|
|||||
|
2022
Q1 | $602K | Sell |
|
|||||
|
2021
Q4 | $656K | Buy |
|
|||||
|
2021
Q3 | $602K | Hold |
|
|||||
|
2021
Q2 | $615K | Hold |
|
|||||
|
2021
Q1 | $596K | Sell |
|
|||||
|
2020
Q4 | $530K | Hold |
|
|||||
|
2020
Q3 | $427K | Buy |
|
|||||
|
2020
Q2 | $408K | Sell |
|
|||||
|
2020
Q1 | $411K | Sell |
|
|||||
|
2019
Q4 | $970K | Buy |
|
|||||
|
2019
Q3 | $903K | Buy |
|
|||||
|
2019
Q2 | $904K | Buy |
|
|||||
|
2019
Q1 | $894K | Sell |
|
|||||
|
2018
Q4 | $878K | Sell |
|
|||||
|
2018
Q3 | $1.28M | Sell |
|
|||||
|
2018
Q2 | $1.27M | Sell |
|
|||||
|
2018
Q1 | $1.32M | Sell |
|
|||||
|
2017
Q4 | $1.39M | Buy |
|