Sharkey, Howes & Javer’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 | $951K | Sell |
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|
2025
Q2 | $922K | Buy |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $772K | Hold |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $776K | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $697K | Sell |
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|
2020
Q3 | $598K | Hold |
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|
2020
Q2 | $573K | Sell |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.79M | Sell |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.19M | Sell |
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|
2015
Q4 | $1.3M | Sell |
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|
2015
Q3 | $1.77M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.33M | Buy |
|