United Capital 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 | $30.6M | Sell |
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|
2025
Q1 | $29.9M | Sell |
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|
2024
Q4 | $31.9M | Sell |
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|
2024
Q3 | $32M | Buy |
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|
2024
Q2 | $30M | Sell |
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|
2024
Q1 | $32.6M | Sell |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $68.4M | Sell |
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|
2023
Q2 | $80.2M | Sell |
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|
2023
Q1 | $77.8M | Sell |
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|
2022
Q4 | $78.3M | Sell |
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|
2022
Q3 | $73.5M | Sell |
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|
2022
Q2 | $76.4M | Sell |
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|
2022
Q1 | $91.6M | Sell |
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|
2021
Q4 | $98M | Sell |
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|
2021
Q3 | $91.1M | Buy |
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|
2021
Q2 | $92.6M | Sell |
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|
2021
Q1 | $95.2M | Sell |
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|
2020
Q4 | $85.7M | Sell |
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|
2020
Q3 | $70.7M | Sell |
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|
2020
Q2 | $68.2M | Sell |
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|
2020
Q1 | $51.8M | Buy |
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|
2019
Q4 | $73.9M | Buy |
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|
2019
Q3 | $66.9M | Sell |
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|
2019
Q2 | $75.5M | Buy |
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|
2019
Q1 | $72.2M | Sell |
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|
2018
Q4 | $65.5M | Sell |
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|
2018
Q3 | $83M | Buy |
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|
2018
Q2 | $79.6M | Sell |
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|
2018
Q1 | $77.4M | Sell |
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|
2017
Q4 | $80M | Buy |
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|
2017
Q3 | $74.6M | Buy |
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|
2017
Q2 | $72M | Buy |
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|
2017
Q1 | $68.3M | Buy |
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|
2016
Q4 | $60.9M | Sell |
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|
2016
Q3 | $83M | Buy |
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|
2016
Q2 | $70.9M | Buy |
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|
2016
Q1 | $52.6M | Sell |
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|
2015
Q4 | $51M | Buy |
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|
2015
Q3 | $48.7M | Buy |
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|
2015
Q2 | $50.8M | Buy |
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|
2015
Q1 | $47.5M | Buy |
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|
2014
Q4 | $23.5M | Buy |
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|
2014
Q3 | $17.4M | Buy |
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|
2014
Q2 | $15.7M | Sell |
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|
2014
Q1 | $15.2M | Buy |
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|
2013
Q4 | $13.8M | Buy |
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|
2013
Q3 | $11M | Buy |
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|
2013
Q2 | $8.76M | Buy |
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