Valmark Advisers’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 | $56.8M | Sell |
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|
2025
Q1 | $54.3M | Sell |
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|
2024
Q4 | $58.2M | Sell |
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|
2024
Q3 | $59.2M | Sell |
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|
2024
Q2 | $56.2M | Sell |
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|
2024
Q1 | $59.7M | Sell |
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|
2023
Q4 | $56M | Sell |
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|
2023
Q3 | $51.7M | Sell |
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|
2023
Q2 | $54.9M | Sell |
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|
2023
Q1 | $53.8M | Sell |
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|
2022
Q4 | $52.2M | Sell |
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|
2022
Q3 | $48M | Sell |
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|
2022
Q2 | $50.1M | Sell |
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|
2022
Q1 | $60.8M | Sell |
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|
2021
Q4 | $65.2M | Sell |
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|
2021
Q3 | $62.5M | Sell |
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|
2021
Q2 | $64.4M | Sell |
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|
2021
Q1 | $68.8M | Sell |
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|
2020
Q4 | $62M | Sell |
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|
2020
Q3 | $52.6M | Sell |
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|
2020
Q2 | $53.6M | Sell |
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|
2020
Q1 | $111M | Sell |
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|
2019
Q4 | $342M | Sell |
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|
2019
Q3 | $332M | Sell |
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|
2019
Q2 | $343M | Sell |
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|
2019
Q1 | $338M | Sell |
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|
2018
Q4 | $313M | Buy |
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|
2018
Q3 | $362M | Sell |
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|
2018
Q2 | $354M | Sell |
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|
2018
Q1 | $357M | Sell |
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|
2017
Q4 | $367M | Buy |
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|
2017
Q3 | $340M | Buy |
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|
2017
Q2 | $330M | Sell |
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|
2017
Q1 | $326M | Sell |
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|
2016
Q4 | $316M | Sell |
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|
2016
Q3 | $321M | Sell |
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|
2016
Q2 | $323M | Sell |
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|
2016
Q1 | $325M | Sell |
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|
2015
Q4 | $314M | Sell |
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|
2015
Q3 | $343M | Buy |
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|
2015
Q2 | $368M | Buy |
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|
2015
Q1 | $368M | Sell |
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|
2014
Q4 | $357M | Sell |
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|
2014
Q3 | $345M | Buy |
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|
2014
Q2 | $349M | Sell |
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|
2014
Q1 | $387M | Buy |
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|
2013
Q4 | $359M | Buy |
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|
2013
Q3 | $316M | Buy |
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|
2013
Q2 | $273M | Buy |
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