Simon Quick 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
Q3 | $11.5M | Buy |
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|
2025
Q2 | $10.9M | Sell |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $11.3M | Sell |
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $4.11M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.02M | Sell |
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|
2021
Q2 | $4.55M | Buy |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $6.66M | Buy |
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|
2020
Q3 | $5.2M | Sell |
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|
2020
Q2 | $5.35M | Sell |
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|
2020
Q1 | $6.07M | Buy |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q2 | $523K | Buy |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $985K | Buy |
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|
2018
Q1 | $914K | Buy |
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|
2017
Q4 | $899K | Sell |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $304K | Buy |
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