Worth Financial Advisory Group’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 | $236K | Sell |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $302K | Buy |
|