TruWealth 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
Q3 | $10.3M | Buy |
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|
2025
Q2 | $9.69M | Buy |
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|
2025
Q1 | $8.7M | Buy |
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|
2024
Q4 | $8.99M | Buy |
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|
2024
Q3 | $8.72M | Buy |
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|
2024
Q2 | $8M | Sell |
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|
2024
Q1 | $8.32M | Buy |
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|
2023
Q4 | $7.36M | Sell |
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|
2023
Q3 | $6.68M | Buy |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $6.55M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.39M | Buy |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $3.47M | Buy |
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|
2021
Q1 | $3.2M | Buy |
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|
2020
Q4 | $2.64M | Buy |
|