Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $844K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $865K | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $879K | Buy |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.02M | Buy |
|