Taylor & Morgan Wealth Management’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 | $1.53M | Buy |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.68M | Hold |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $960K | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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