Wescott Financial Advisory 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
Q2 | $8.75M | Buy |
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|
2025
Q1 | $7.62M | Buy |
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|
2024
Q4 | $7.1M | Buy |
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|
2024
Q3 | $7M | Buy |
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|
2024
Q2 | $6.44M | Buy |
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|
2024
Q1 | $6.65M | Sell |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $5.68M | Buy |
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|
2023
Q2 | $5.87M | Sell |
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|
2023
Q1 | $5.85M | Sell |
|
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|
2022
Q4 | $5.72M | Buy |
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|
2022
Q3 | $5.01M | Buy |
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|
2022
Q2 | $4.98M | Sell |
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|
2022
Q1 | $6.29M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $879K | Buy |
|