Petix & Botte Financial’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
Q2 | $12.1M | Sell |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $14.6M | Sell |
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|
2024
Q3 | $19.3M | Buy |
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|
2024
Q2 | $17.6M | Buy |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $16M | Buy |
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|
2023
Q1 | $7.29M | Buy |
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|
2022
Q3 | $6.11M | Buy |
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|
2022
Q2 | $6.23M | Sell |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $7.36M | Sell |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $6.24M | Sell |
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|
2021
Q1 | $6.05M | Sell |
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|
2020
Q4 | $5.37M | Sell |
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|
2020
Q3 | $4.45M | Sell |
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|
2020
Q2 | $4.05M | Buy |
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|
2020
Q1 | $3.07M | Buy |
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|
2019
Q4 | $4.04M | Buy |
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