Wealth Management Partners’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 | $1.3M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $980K | Hold |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.35M | Buy |
|