SFG Wealth Management’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 | $763K | Buy |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $579K | Buy |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $808K | Buy |
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