SC&H Financial 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
Q2 | $856K | Buy |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $858K | Buy |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $636K | Hold |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $637K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $656K | Sell |
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|
2022
Q2 | $729K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $336K | Buy |
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