Sovereign Investment 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
2023
Q3
Sell
2023
Q2
$840K Buy
2021
Q3
Sell
2021
Q2
$873K Hold
2021
Q1
$845K Hold
2020
Q4
$746K Sell
2020
Q3
$13.2M Buy
2020
Q2
$12.6M Buy
2020
Q1
$9.35M Hold
2019
Q4
$13.4M Buy