Whitaker-Myers Wealth Managers’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 | $382K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $891K | Buy |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $955K | Sell |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $2.15M | Buy |
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