WorthPointe’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
$2.52M Buy
2025
Q2
$2.36M Sell
2025
Q1
$2.28M Sell
2024
Q4
$2.51M Sell
2024
Q3
$2.56M Buy
2024
Q2
$2.4M Buy
2024
Q1
$225K Sell
2023
Q4
$250K Buy
2023
Q2
Sell
2023
Q1
$422K Buy
2022
Q4
$217K Buy
2022
Q1
Sell
2021
Q4
$626K Buy