Wellspring 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
Q2 | $4.37M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.94M | Buy |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $4.14M | Sell |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $4.29M | Sell |
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|
2023
Q1 | $4.41M | Sell |
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|
2022
Q4 | $4.32M | Sell |
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|
2022
Q3 | $4.15M | Sell |
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|
2022
Q2 | $4.43M | Sell |
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|
2022
Q1 | $7.93M | Sell |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $9.27M | Buy |
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|
2021
Q2 | $8.06M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $6.14M | Sell |
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|
2020
Q3 | $5.24M | Buy |
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|
2020
Q2 | $4.97M | Buy |
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|
2020
Q1 | $2.23M | Buy |
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