Wallace Advisory 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
$634K Sell
2025
Q2
$607K Hold
2025
Q1
$648K Buy
2024
Q4
$619K Hold
2024
Q3
$581K Hold
2024
Q2
$581K Buy
2024
Q1
$586K Sell
2023
Q4
$527K Sell
2023
Q3
$561K Buy
2023
Q2
$261K Hold
2023
Q1
$261K Hold
2022
Q4
$252K Buy