S.E.E.D. Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $884K | Buy |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $904K | Sell |
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|
2024
Q3 | $905K | Buy |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $932K | Buy |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $841K | Sell |
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|
2023
Q1 | $914K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $908K | Sell |
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|
2022
Q2 | $955K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $958K | Buy |
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|
2019
Q4 | $1.36M | Buy |
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