Weatherly Asset Management’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 | $702K | Buy |
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|
2025
Q2 | $662K | Hold |
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|
2025
Q1 | $623K | Hold |
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|
2024
Q4 | $665K | Hold |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $697K | Sell |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $996K | Hold |
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|
2020
Q4 | $879K | Sell |
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|
2020
Q3 | $713K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $682K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.55M | Sell |
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|
2017
Q3 | $1.47M | Buy |
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|
2017
Q2 | $1.41M | Sell |
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|
2017
Q1 | $1.4M | Buy |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $969K | Sell |
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|
2016
Q1 | $974K | Sell |
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|
2015
Q4 | $975K | Sell |
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|
2015
Q3 | $967K | Sell |
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|
2015
Q2 | $1.06M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $820K | Sell |
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|
2014
Q3 | $848K | Buy |
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|
2014
Q2 | $866K | Buy |
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|
2014
Q1 | $682K | Sell |
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|
2013
Q4 | $669K | Buy |
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|
2013
Q3 | $580K | Buy |
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|
2013
Q2 | $523K | Buy |
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