Schneider Downs Wealth Management 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 | $1.4M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $838K | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $733K | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $803K | Buy |
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|
2021
Q3 | $734K | Sell |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $726K | Buy |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $643K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $367K | Hold |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $397K | Buy |
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