Wells Financial Advisors’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 | $538K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $843K | Hold |
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|
2024
Q4 | $900K | Sell |
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|
2024
Q3 | $912K | Hold |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $918K | Hold |
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|
2023
Q4 | $838K | Buy |
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|
2023
Q3 | $704K | Hold |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $3.24M | Buy |
|