Walkner Condon 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
Q3 | $15M | Sell |
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|
2025
Q2 | $14.3M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $4.16M | Buy |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $797K | Buy |
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|
2022
Q1 | $884K | Buy |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $254K | Buy |
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