Vivaldi Capital Management’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 | $455K | Buy |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $2.61M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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|
2021
Q3 | $2.82M | Hold |
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|
2021
Q2 | $2.93M | Hold |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $1.59M | Sell |
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|
2019
Q4 | $2.28M | Sell |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.44M | Sell |
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|
2019
Q1 | $3.37M | Buy |
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|
2018
Q4 | $2.26M | Buy |
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|
2018
Q3 | $290K | Hold |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $330K | Sell |
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|
2017
Q2 | $498 | Buy |
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|
2017
Q1 | $415 | Buy |
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