Relative Value Partners 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
2024
Q2
$7.15M Buy
2024
Q1
$10.4M Sell
2023
Q4
$11.6M Sell
2023
Q3
$14.4M Sell
2023
Q2
$19.2M Buy
2023
Q1
Sell
2022
Q4
$15.5M Buy
2022
Q3
$12.3M Buy
2022
Q2
$11.8M Buy
2022
Q1
$11.5M Buy
2021
Q4
$7.72M Buy
2021
Q3
$5.47M Buy
2021
Q2
$3.87M Buy
2021
Q1
$2.37M Buy
2020
Q4
$1.1M Buy
2020
Q3
$664K Buy
2020
Q2
$628K Sell
2020
Q1
$625K Buy
2019
Q4
$201K Buy