Private Wealth Partners’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 | $646K | Buy |
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|
2025
Q2 | $583K | Hold |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $544K | Hold |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $511K | Hold |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $445K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $257K | Buy |
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