Security National Bank’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 | $773K | Sell |
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|
2025
Q2 | $884K | Buy |
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|
2025
Q1 | $703K | Buy |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $710K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $511K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $387K | Hold |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $301K | Buy |
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