Sax Wealth Advisors’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 | $39.6M | Sell |
|
|||||
|
2025
Q2 | $38.9M | Buy |
|
|||||
|
2025
Q1 | $36.5M | Buy |
|
|||||
|
2024
Q4 | $38.7M | Sell |
|
|||||
|
2024
Q3 | $39.6M | Sell |
|
|||||
|
2024
Q2 | $45.7M | Buy |
|
|||||
|
2024
Q1 | $46.2M | Buy |
|
|||||
|
2023
Q4 | $27.1M | Sell |
|
|||||
|
2023
Q3 | $26.1M | Buy |
|
|||||
|
2023
Q2 | $27.3M | Buy |
|
|||||
|
2023
Q1 | $25.8M | Buy |
|
|||||
|
2022
Q4 | $24.4M | Buy |
|
|||||
|
2022
Q3 | $21M | Buy |
|
|||||
|
2022
Q2 | $20.3M | Buy |
|
|||||
|
2022
Q1 | $23.1M | Buy |
|
|||||
|
2021
Q4 | $23.8M | Buy |
|
|||||
|
2021
Q3 | $20.2M | Buy |
|
|||||
|
2021
Q2 | $19.6M | Buy |
|
|||||
|
2021
Q1 | $17.7M | Buy |
|
|||||
|
2020
Q4 | $15.2M | Buy |
|