Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $73.2M | Buy |
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|
2020
Q2 | $30.9M | Sell |
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2020
Q1 | $25.8M | Sell |
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|
2019
Q4 | $51.6M | Buy |
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|
2019
Q3 | $45.9M | Buy |
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|
2019
Q2 | $43.1M | Buy |
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|
2019
Q1 | $34.3M | Buy |
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|
2018
Q4 | $24.5M | Buy |
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|
2018
Q3 | $5.64M | Buy |
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|
2018
Q2 | $4.22M | Buy |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.64M | Sell |
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|
2017
Q2 | $2.79M | Sell |
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|
2017
Q1 | $2.99M | Sell |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | $2.67M | Buy |
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|
2016
Q2 | $2.37M | Buy |
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|
2016
Q1 | $1.93M | Sell |
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|
2015
Q4 | $2M | Buy |
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