Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.54M | Buy |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.06M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.9M | Sell |
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|
2020
Q4 | $3.68M | Buy |
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|
2020
Q3 | $2.46M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $762K | Buy |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $919K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $13M | Sell |
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|
2014
Q1 | $12.5M | Buy |
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|
2013
Q4 | $11.9M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $39.8K | Buy |
|