Wealth Dimensions 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 | $896K | Sell |
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|
2025
Q2 | $918K | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $661K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $814K | Sell |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $284K | Buy |
|