Welch Group’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 | $477K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $212K | Buy |
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