SOA Wealth 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 | $3.32M | Sell |
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|
2025
Q2 | $3.6M | Sell |
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|
2025
Q1 | $3.73M | Sell |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $4.68M | Sell |
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|
2023
Q4 | $4.41M | Sell |
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|
2023
Q3 | $3.97M | Sell |
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|
2023
Q2 | $4.26M | Sell |
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|
2023
Q1 | $4.79M | Sell |
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $4.2M | Buy |
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|
2022
Q2 | $4.19M | Sell |
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|
2022
Q1 | $5.31M | Buy |
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|
2021
Q4 | $5.57M | Sell |
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|
2021
Q3 | $5.22M | Sell |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.53M | Sell |
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|
2020
Q4 | $5.63M | Buy |
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