WMS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $560K | Buy |
|
|||||
|
2024
Q3 | $519K | Buy |
|
|||||
|
2024
Q2 | $283K | Hold |
|
|||||
|
2024
Q1 | $294K | Buy |
|
|||||
|
2023
Q4 | $268K | Sell |
|
|||||
|
2023
Q3 | $259K | Buy |
|
|||||
|
2023
Q2 | $258K | Sell |
|
|||||
|
2023
Q1 | $248K | Hold |
|
|||||
|
2022
Q4 | $240K | Buy |
|
|||||
|
2022
Q3 | $217K | Sell |
|
|||||
|
2022
Q2 | $229K | Buy |
|
|||||
|
2022
Q1 | $266K | Sell |
|
|||||
|
2021
Q4 | $288K | Buy |
|
|||||
|
2021
Q3 | $255K | Sell |
|
|||||
|
2021
Q2 | $317K | Buy |
|
|||||
|
2021
Q1 | $252K | Buy |
|
|||||
|
2020
Q4 | $218K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $296K | Hold |
|
|||||
|
2019
Q1 | $288K | Hold |
|
|||||
|
2018
Q4 | $253K | Sell |
|
|||||
|
2018
Q3 | $381K | Hold |
|
|||||
|
2018
Q2 | $369K | Buy |
|
|||||
|
2018
Q1 | $346K | Hold |
|
|||||
|
2017
Q4 | $350K | Sell |
|
|||||
|
2017
Q3 | $420K | Hold |
|
|||||
|
2017
Q2 | $408K | Sell |
|
|||||
|
2017
Q1 | $486K | Buy |
|
|||||
|
2016
Q4 | $421K | Hold |
|
|||||
|
2016
Q3 | $394K | Hold |
|
|||||
|
2016
Q2 | $380K | Sell |
|
|||||
|
2016
Q1 | $370K | Sell |
|
|||||
|
2015
Q4 | $376K | Buy |
|
|||||
|
2015
Q3 | $366K | Sell |
|
|||||
|
2015
Q2 | $494K | Buy |
|
|||||
|
2015
Q1 | $495K | Buy |
|
|||||
|
2014
Q4 | $382K | Hold |
|
|||||
|
2014
Q3 | $361K | Sell |
|
|||||
|
2014
Q2 | $390K | Hold |
|
|||||
|
2014
Q1 | $375K | Buy |
|