Sterling Financial Planning’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 | $4.64M | Sell |
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|
2025
Q2 | $4.43M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.53M | Buy |
|
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|
2024
Q3 | $4.49M | Sell |
|
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|
2024
Q2 | $4.29M | Sell |
|
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|
2024
Q1 | $4.76M | Sell |
|
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|
2023
Q4 | $4.55M | Sell |
|
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|
2023
Q3 | $4.19M | Sell |
|
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|
2023
Q2 | $4.53M | Sell |
|
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|
2023
Q1 | $4.51M | Sell |
|
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|
2022
Q4 | $4.89M | Sell |
|
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|
2022
Q3 | $4.55M | Sell |
|
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|
2022
Q2 | $4.76M | Sell |
|
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|
2022
Q1 | $5.76M | Sell |
|
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|
2021
Q4 | $6.34M | Sell |
|
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|
2021
Q3 | $6.15M | Sell |
|
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|
2021
Q2 | $6.42M | Sell |
|
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|
2021
Q1 | $6.56M | Sell |
|
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|
2020
Q4 | $6.73M | Buy |
|