Sovereign Financial 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
Q3 | $909K | Buy |
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|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $916K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.85M | Hold |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.64M | Buy |
|