Wealthspire Advisors (New York)’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 | $919M | Sell |
|
|||||
|
2025
Q1 | $903M | Buy |
|
|||||
|
2024
Q4 | $474M | Buy |
|
|||||
|
2024
Q3 | $448M | Buy |
|
|||||
|
2024
Q2 | $403M | Buy |
|
|||||
|
2024
Q1 | $410M | Sell |
|
|||||
|
2023
Q4 | $375M | Buy |
|
|||||
|
2023
Q3 | $332M | Sell |
|
|||||
|
2023
Q2 | $350M | Buy |
|
|||||
|
2023
Q1 | $329M | Buy |
|
|||||
|
2022
Q4 | $304M | Sell |
|
|||||
|
2022
Q3 | $276M | Buy |
|
|||||
|
2022
Q2 | $283M | Buy |
|
|||||
|
2022
Q1 | $204M | Buy |
|
|||||
|
2021
Q4 | $205M | Sell |
|
|||||
|
2021
Q3 | $307M | Buy |
|
|||||
|
2021
Q2 | $159M | Sell |
|
|||||
|
2021
Q1 | $166M | Buy |
|
|||||
|
2020
Q4 | $98.9M | Buy |
|
|||||
|
2020
Q3 | $40.6M | Buy |
|
|||||
|
2020
Q2 | $28.6M | Sell |
|
|||||
|
2020
Q1 | $38.1M | Buy |
|
|||||
|
2019
Q4 | $4.89M | Buy |
|
|||||
|
2019
Q3 | $475K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $165K | Buy |
|