Symphony Financial’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 | $3.25M | Buy |
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|
2025
Q2 | $3.09M | Sell |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $15.6M | Sell |
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|
2023
Q3 | $28.3M | Buy |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $17.1M | Sell |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $14.1M | Sell |
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|
2022
Q1 | $19M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $9.16M | Buy |
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|
2021
Q2 | $8.38M | Sell |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $2.28M | Buy |
|