Towerpoint Wealth’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 | $2.39M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $827K | Buy |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $774K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $103K | Buy |
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