Southland Equity Partners’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
$508K Sell
2025
Q2
$485K Sell
2025
Q1
$463K Sell
2024
Q4
$496K Sell
2024
Q3
$503K Sell
2024
Q2
$479K Sell
2024
Q1
$503K Sell
2023
Q4
$470K Sell
2023
Q3
$430K Sell
2023
Q2
$462K Sell
2023
Q1
$460K Buy
2022
Q4
$434K Sell
2022
Q3
$402K Buy
2022
Q2
$409K Sell
2022
Q1
$488K Sell
2021
Q4
$520K Buy
2021
Q3
$476K Sell
2021
Q2
$490K Sell
2021
Q1
$507K Buy
2020
Q4
$446K Buy