Private Wealth 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
Q3 | $1.12M | Hold |
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|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $997K | Sell |
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|
2024
Q4 | $2.76M | Hold |
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|
2024
Q3 | $2.76M | Hold |
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|
2024
Q2 | $2.59M | Hold |
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|
2024
Q1 | $2.69M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.35M | Hold |
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|
2023
Q1 | $1.29M | Hold |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.13M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $877K | Buy |
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|
2019
Q4 | $771K | Hold |
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|
2019
Q3 | $724K | Hold |
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|
2019
Q2 | $728K | Hold |
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|
2019
Q1 | $709K | Sell |
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|
2018
Q4 | $722K | Hold |
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|
2018
Q3 | $875K | Hold |
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|
2018
Q2 | $847K | Hold |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $1.16M | Buy |
|