S.A. Mason’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
$1.35M Hold
2025
Q2
$1.28M Sell
2025
Q1
$1.21M Buy
2024
Q4
$1.23M Hold
2024
Q3
$1.23M Buy
2024
Q2
$1.06M Buy
2024
Q1
$1.06M Buy
2023
Q4
$969K Hold
2023
Q3
$871K Buy
2023
Q2
$870K Hold
2023
Q1
$870K Sell
2022
Q4
$1.13M Hold
2022
Q3
$1.03M Hold
2022
Q2
$1.06M Hold
2022
Q1
$1.25M Hold
2021
Q4
$1.32M Hold
2021
Q3
$1.23M Hold
2021
Q2
$1.26M Hold
2021
Q1
$1.22M Buy
2020
Q4
$799K Hold
2020
Q3
$645K Hold
2020
Q2
$618K Buy
2020
Q1
$485K Hold
2019
Q4
$693K Buy