Summit Financial’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
$23.8M Sell
2025
Q1
$22.8M Buy
2024
Q4
$12.2M Buy
2024
Q3
$12M Buy
2024
Q2
$4.61M Buy
2024
Q1
$4.67M Buy
2023
Q4
$3.93M Sell
2023
Q3
$3.82M Buy
2023
Q2
$3.9M Buy
2023
Q1
$2.24M Buy
2022
Q4
$2.02M Sell
2022
Q3
$2.96M Buy
2022
Q2
$2.54M Sell
2022
Q1
$3.15M Sell
2021
Q4
$3.59M Buy
2021
Q3
$3.23M Buy
2021
Q2
$2.78M Buy
2021
Q1
$1.39M Buy
2020
Q4
$973K Buy