Summit Trail Advisors’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 | $22.6M | Buy |
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|
2025
Q2 | $9.05M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $637K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $2.3M | Hold |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.32M | Hold |
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|
2020
Q4 | $2.05M | Hold |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $633K | Sell |
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|
2020
Q1 | $695K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.15M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $172K | Buy |
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