Smith Shellnut Wilson’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
$5.68M Sell
2025
Q1
$6.25M Buy
2024
Q4
$6.64M Buy
2024
Q3
$6.56M Sell
2024
Q2
$6.21M Sell
2024
Q1
$6.49M Sell
2023
Q4
$6.02M Sell
2023
Q3
$5.47M Sell
2023
Q2
$5.9M Sell
2023
Q1
$5.84M Sell
2022
Q4
$5.72M Buy
2022
Q3
Sell
2022
Q2
$5.33M Sell
2022
Q1
$6.34M Sell
2021
Q4
$7.13M Buy
2021
Q3
$6.57M Sell
2021
Q2
$6.78M Sell
2021
Q1
$6.61M Sell
2020
Q4
$6.08M Buy
2020
Q3
$28.4K Sell
2020
Q2
$5.05M Sell
2020
Q1
$4.09M Buy
2019
Q4
$4.97M Buy
2019
Q3
$4.52M Sell
2019
Q2
$4.79M Buy
2019
Q1
$3.58M Buy