West Branch Capital’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 | $25.5K | Hold |
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|
2025
Q2 | $24.2K | Sell |
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|
2025
Q1 | $39.5K | Hold |
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|
2024
Q4 | $42.2K | Sell |
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|
2024
Q3 | $64.9K | Buy |
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|
2024
Q2 | $59.4K | Buy |
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|
2024
Q1 | $61.5K | Sell |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $99.8K | Sell |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $112K | Sell |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q3 | $119K | Sell |
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|
2021
Q2 | $123K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $218K | Buy |
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