WFA of San Diego’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 | $2.04M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2023
Q3 | $971K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $229 | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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