Topel & Distasi 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
Q2 | $6.82M | Sell |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $7.56M | Buy |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $6.99M | Buy |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.67M | Sell |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $5.66M | Buy |
|
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|
2022
Q4 | $5.29M | Sell |
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|
2022
Q3 | $5.48M | Buy |
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|
2022
Q2 | $4.91M | Buy |
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|
2022
Q1 | $5.73M | Buy |
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|
2021
Q4 | $5.98M | Buy |
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