Transform 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
Q1 | $265K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $976K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $541K | Buy |
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