Summit Wealth Partners’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 | $4.5M | Buy |
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|
2025
Q2 | $4.26M | Sell |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $3.8M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $3.38M | Sell |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $3.25M | Sell |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.78M | Buy |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.42M | Buy |
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