SWS 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 | $14.9M | Buy |
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|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $12.7M | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $6.8M | Buy |
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|
2023
Q2 | $7.06M | Buy |
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|
2023
Q1 | $6.72M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $5.23M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $3.94M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.64M | Buy |
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|
2019
Q3 | $4.02M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.89M | Buy |
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|
2018
Q2 | $2.64M | Buy |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $1.82M | Buy |
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