Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $149K | Hold |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $2.54M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $3.2M | Sell |
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|
2019
Q3 | $3.32M | Sell |
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|
2019
Q2 | $3.44M | Sell |
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|
2019
Q1 | $3.64M | Buy |
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|
2018
Q4 | $396K | Buy |
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