Whitegate Investment Counselors’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
2021
Q4
Sell
2021
Q3
$778K Sell
2021
Q2
$879K Sell
2021
Q1
$853K Sell
2020
Q4
$1.11M Sell
2020
Q3
$1.11M Sell
2020
Q2
$1.07M Sell
2020
Q1
$3.25M Sell
2019
Q4
$4.78M Sell
2019
Q3
$4.93M Sell
2019
Q2
$5.08M Buy
2019
Q1
$4.95M Buy
2018
Q4
$4.22M Buy
2018
Q3
$4.73M Buy
2018
Q2
$4.56M Buy
2018
Q1
$4.11M Buy
2017
Q4
$4.15M Sell
2017
Q3
$3.99M Buy
2017
Q2
$3.85M Buy
2017
Q1
$3.67M Buy
2016
Q4
$593K Buy
2016
Q3
$355K Buy