Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.33M | Buy |
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2024
Q2 | $3.11M | Buy |
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2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $271K | Buy |
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