Rockefeller Financial Services’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
2017
Q4
$91K Hold
2017
Q3
$85K Hold
2017
Q2
$83K Hold
2017
Q1
$82K Hold
2016
Q4
$79K Buy
2016
Q3
$69K Hold
2016
Q2
$66K Hold
2016
Q1
$64K Hold
2015
Q4
$62K Buy
2014
Q1
Sell
2013
Q4
$134K Hold
2013
Q3
$124K Hold
2013
Q2
$116K Buy