Summit Wealth & Retirement Planning’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 | $245K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $278K | Buy |
|