Sterling Investment Advisors (Pennsylvania)’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
Q2 | $543K | Hold |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $3.82M | Sell |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.07M | Sell |
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|
2020
Q3 | $2.51M | Sell |
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|
2020
Q2 | $2.5M | Sell |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $3.07M | Hold |
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|
2019
Q3 | $2.88M | Sell |
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|
2019
Q2 | $2.93M | Sell |
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|
2019
Q1 | $3.13M | Sell |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q3 | $3.36M | Sell |
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|
2018
Q2 | $3.27M | Sell |
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|
2018
Q1 | $3.19M | Sell |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $3.03M | Sell |
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|
2017
Q2 | $2.98M | Buy |
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|
2017
Q1 | $2.92M | Sell |
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|
2016
Q4 | $2.86M | Buy |
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