Sound View Wealth Advisors Group’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 | $692K | Buy |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $489K | Buy |
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