Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $4.22M | Sell |
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|
2022
Q3 | $3.88M | Sell |
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|
2022
Q2 | $3.97M | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $6.74M | Buy |
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|
2020
Q3 | $5.02M | Buy |
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|
2020
Q2 | $3.18M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $863K | Buy |
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|
2018
Q1 | $707K | Buy |
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|
2017
Q4 | $467K | Buy |
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