Badgley Phelps Wealth Managers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
1,691,938
+50,486
| +3% | +$3.13M | 2.32% | 7 |
|
|
2025
Q1 | $95.8M | Buy |
1,641,452
+53,568
| +3% | +$3.13M | 2.31% | 7 |
|
|
2024
Q4 | $98.9M | Sell |
1,587,884
-4,431
| -0.3% | -$276K | 2.31% | 7 |
|
|
2024
Q3 | $99.2M | Buy |
1,592,315
+11,860
| +0.8% | +$739K | 2.31% | 9 |
|
|
2024
Q2 | $92.5M | Buy |
1,580,455
+8,025
| +0.5% | +$470K | 2.29% | 8 |
|
|
2024
Q1 | $95.5M | Sell |
1,572,430
-71,070
| -4% | -$4.32M | 2.39% | 7 |
|
|
2023
Q4 | $91.1M | Buy |
1,643,500
+141,590
| +9% | +$7.85M | 2.48% | 6 |
|
|
2023
Q3 | $74.9M | Buy |
1,501,910
+26,770
| +2% | +$1.34M | 2.55% | 7 |
|
|
2023
Q2 | $77.1M | Buy |
1,475,140
+31,295
| +2% | +$1.64M | 2.55% | 6 |
|
|
2023
Q1 | $72.2M | Buy |
1,443,845
+23,090
| +2% | +$1.16M | 2.66% | 7 |
|
|
2022
Q4 | $68.7M | Buy |
1,420,755
+10,930
| +0.8% | +$529K | 2.75% | 5 |
|
|
2022
Q3 | $61.8M | Buy |
1,409,825
+24,365
| +2% | +$1.07M | 2.65% | 7 |
|
|
2022
Q2 | $62.7M | Sell |
1,385,460
-4,115
| -0.3% | -$186K | 2.58% | 7 |
|
|
2022
Q1 | $74.6M | Buy |
1,389,575
+19,140
| +1% | +$1.03M | 2.6% | 6 |
|
|
2021
Q4 | $77.6M | Buy |
1,370,435
+61,340
| +5% | +$3.47M | 2.52% | 6 |
|
|
2021
Q3 | $68.9M | Buy |
+1,309,095
| New | +$68.9M | 2.5% | 6 |
|