Phillips Financial 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
Q2 | $48.4M | Sell |
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|
2025
Q1 | $46.1M | Sell |
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|
2024
Q4 | $52M | Sell |
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|
2024
Q3 | $64.7M | Sell |
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|
2024
Q2 | $64.4M | Sell |
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|
2024
Q1 | $70.2M | Sell |
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|
2023
Q4 | $66.2M | Sell |
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|
2023
Q3 | $59.7M | Sell |
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|
2023
Q2 | $64.1M | Sell |
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|
2023
Q1 | $63.2M | Sell |
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|
2022
Q4 | $61.5M | Buy |
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|
2022
Q3 | $54.5M | Sell |
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|
2022
Q2 | $58.5M | Sell |
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|
2022
Q1 | $71.1M | Buy |
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|
2021
Q4 | $71.3M | Buy |
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|
2021
Q3 | $64.5M | Buy |
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|
2021
Q2 | $62.8M | Buy |
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|
2021
Q1 | $60.3M | Sell |
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|
2020
Q4 | $54.4M | Sell |
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|
2020
Q3 | $43.9M | Sell |
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|
2020
Q2 | $42.6M | Buy |
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|
2020
Q1 | $32.3M | Sell |
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|
2019
Q4 | $56.4M | Buy |
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|
2019
Q3 | $52.1M | Buy |
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|
2019
Q2 | $51.1M | Buy |
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|
2019
Q1 | $49.5M | Buy |
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|
2018
Q4 | $41.5M | Sell |
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|
2018
Q3 | $51.3M | Sell |
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|
2018
Q2 | $50.6M | Sell |
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|
2018
Q1 | $48.1M | Buy |
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|
2017
Q4 | $49.8M | Sell |
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|
2017
Q3 | $46.4M | Buy |
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|
2017
Q2 | $45.9M | Buy |
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|
2017
Q1 | $42M | Buy |
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|
2016
Q4 | $41.7M | Buy |
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|
2016
Q3 | $37.6M | Sell |
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|
2016
Q2 | $38.4M | Sell |
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|
2016
Q1 | $36.4M | Buy |
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|
2015
Q4 | $30.9M | Buy |
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|
2015
Q3 | $33.3M | Sell |
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|
2015
Q2 | $35.7M | Buy |
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|
2015
Q1 | $35.9M | Sell |
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|
2014
Q4 | $33.6M | Buy |
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|
2014
Q3 | $29.6M | Sell |
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|
2014
Q2 | $32.2M | Buy |
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|
2014
Q1 | $30.7M | Sell |
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|
2013
Q4 | $30.7M | Sell |
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|
2013
Q3 | $29.1M | Buy |
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|
2013
Q2 | $28.2M | Buy |
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