Waverly 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
Q2 | $55.5M | Sell |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $47.9M | Buy |
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|
2024
Q3 | $42M | Buy |
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|
2024
Q2 | $38.6M | Buy |
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|
2024
Q1 | $29.2M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $1.81M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.17M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $61K | Buy |
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