Vishria Bird Financial Group’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 | $8.6M | Sell |
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|
2025
Q2 | $8.2M | Sell |
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|
2025
Q1 | $7.74M | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $215K | Buy |
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