Valeo 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 | $225M | Buy |
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2025
Q1 | $202M | Buy |
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|
2024
Q4 | $196M | Buy |
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|
2024
Q3 | $164M | Buy |
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|
2024
Q2 | $80.6M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $1.71M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.62M | Buy |
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|
2019
Q3 | $2.37M | Buy |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.68M | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $973K | Buy |
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|
2017
Q3 | $607K | Buy |
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