Steward Partners Investment Advisory’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 | $74.9M | Sell |
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|
2025
Q1 | $96.1M | Buy |
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|
2024
Q4 | $99.4M | Buy |
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|
2024
Q3 | $95.7M | Buy |
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|
2024
Q2 | $86.4M | Buy |
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|
2024
Q1 | $86.6M | Buy |
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|
2023
Q4 | $78.9M | Sell |
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|
2023
Q3 | $71.1M | Buy |
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|
2023
Q2 | $71.5M | Buy |
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|
2023
Q1 | $67.1M | Buy |
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $35.9M | Buy |
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|
2022
Q2 | $34.4M | Sell |
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|
2022
Q1 | $57M | Sell |
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|
2021
Q4 | $61.5M | Buy |
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|
2021
Q3 | $56.2M | Sell |
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|
2021
Q2 | $57.6M | Sell |
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|
2021
Q1 | $58.6M | Buy |
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|
2020
Q4 | $45.2M | Buy |
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|
2020
Q3 | $18.2M | Buy |
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|
2020
Q2 | $17.1M | Buy |
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|
2020
Q1 | $13.2M | Sell |
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|
2019
Q4 | $19.1M | Buy |
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|
2019
Q3 | $16.9M | Buy |
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|
2019
Q2 | $15.1M | Buy |
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|
2019
Q1 | $14.1M | Buy |
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|
2018
Q4 | $11.8M | Buy |
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|
2018
Q3 | $10.4M | Buy |
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|
2018
Q2 | $9.13M | Buy |
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|
2018
Q1 | $8.74M | Sell |
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|
2017
Q4 | $9.32M | Sell |
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|
2017
Q3 | $8.92M | Sell |
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|
2017
Q2 | $8.75M | Buy |
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|
2017
Q1 | $2.65M | Buy |
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