WestHill 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 | $297K | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $193K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $265K | Buy |
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