Trek Financial’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 | $458K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $311K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $2.39M | Sell |
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|
2019
Q1 | $3.06M | Buy |
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|
2018
Q4 | $899K | Buy |
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