Smith Salley 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
Q3 | $481K | Hold |
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|
2025
Q2 | $457K | Hold |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $279K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Hold |
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|
2017
Q3 | $224K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $217K | Buy |
|