Transatlantique Private 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
Q2 | $535K | Hold |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $537K | Hold |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $390K | Buy |
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