Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $877K | Buy |
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|
2020
Q4 | $767K | Sell |
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|
2020
Q3 | $684K | Buy |
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|
2020
Q2 | $614K | Buy |
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|
2020
Q1 | $343K | Hold |
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|
2019
Q4 | $491K | Sell |
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|
2019
Q3 | $506K | Sell |
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $523K | Sell |
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|
2018
Q4 | $634K | Buy |
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|
2018
Q3 | $555K | Buy |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $305K | Buy |
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|
2016
Q4 | $273K | Buy |
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|
2016
Q3 | $255K | Buy |
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|
2016
Q2 | $241K | Buy |
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