WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.45M | Sell |
|
|||||
|
2023
Q3 | $11.4M | Buy |
|
|||||
|
2023
Q2 | $1.78M | Buy |
|
|||||
|
2023
Q1 | $1.67M | Sell |
|
|||||
|
2022
Q4 | $1.68M | Sell |
|
|||||
|
2022
Q3 | $1.72M | Sell |
|
|||||
|
2022
Q2 | $1.96M | Sell |
|
|||||
|
2022
Q1 | $3.99M | Buy |
|
|||||
|
2021
Q4 | $1.76M | Sell |
|
|||||
|
2021
Q3 | $1.65M | Buy |
|
|||||
|
2021
Q2 | $1.67M | Sell |
|
|||||
|
2021
Q1 | $1.68M | Sell |
|
|||||
|
2020
Q4 | $1.52M | Sell |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $1.06M | Sell |
|
|||||
|
2020
Q1 | $2.47M | Sell |
|
|||||
|
2019
Q4 | $5.07M | Buy |
|
|||||
|
2019
Q3 | $4.47M | Sell |
|
|||||
|
2019
Q2 | $5.01M | Buy |
|
|||||
|
2019
Q1 | $4.18M | Sell |
|
|||||
|
2018
Q4 | $3.98M | Sell |
|
|||||
|
2018
Q3 | $5.76M | Sell |
|
|||||
|
2018
Q2 | $6.26M | Buy |
|
|||||
|
2018
Q1 | $5.67M | Buy |
|
|||||
|
2017
Q4 | $5M | Buy |
|
|||||
|
2017
Q3 | $4.19M | Buy |
|
|||||
|
2017
Q2 | $3.77M | Buy |
|
|||||
|
2017
Q1 | $3.23M | Buy |
|
|||||
|
2016
Q4 | $2.98M | Buy |
|
|||||
|
2016
Q3 | $2.5M | Sell |
|
|||||
|
2016
Q2 | $2.65M | Sell |
|
|||||
|
2016
Q1 | $2.64M | Buy |
|