True Link Financial Advisors’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 | – | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $641K | Buy |
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