Sunburst Financial Group’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 | $435K | Buy |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $410K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $385K | Buy |
|