Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $185K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $99.8K | Hold |
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|
2022
Q4 | $96.5K | Sell |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $117K | Sell |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $101K | Sell |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $94K | Sell |
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|
2020
Q2 | $95K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $110K | Sell |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $108K | Sell |
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|
2019
Q1 | $175K | Sell |
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|
2018
Q4 | $155K | Buy |
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