Robertson Stephens Wealth Management’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
Q2 | $12.9M | Sell |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $3.48M | Sell |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $9.22M | Buy |
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|
2022
Q3 | $7.12M | Sell |
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|
2022
Q2 | $9.05M | Sell |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $2.22M | Sell |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.42M | Buy |
|