BTWM
Baker Tilly Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
113,076
-12,583
| -10% | -$780K | 2.5% | 6 |
|
|
2025
Q1 | $7.33M | Sell |
125,659
-13,896
| -10% | -$811K | 2.87% | 3 |
|
|
2024
Q4 | $8.7M | Sell |
139,555
-3,078
| -2% | -$192K | 3.41% | 2 |
|
|
2024
Q3 | $8.89M | Buy |
142,633
+7,092
| +5% | +$442K | 3.93% | 2 |
|
|
2024
Q2 | $7.93M | Sell |
135,541
-2,226
| -2% | -$130K | 3.24% | 4 |
|
|
2024
Q1 | $8.37M | Buy |
137,767
+108,776
| +375% | +$6.61M | 1.51% | 8 |
|
|
2023
Q4 | $8.03M | Buy |
28,991
+1,010
| +4% | +$280K | 1.32% | 10 |
|
|
2023
Q3 | $6.98M | Sell |
27,981
-959
| -3% | -$239K | 1.15% | 12 |
|
|
2023
Q2 | $7.57M | Buy |
28,940
+292
| +1% | +$76.4K | 0.79% | 20 |
|
|
2023
Q1 | $7.17M | Buy |
28,648
+2,302
| +9% | +$576K | 0.81% | 21 |
|
|
2022
Q4 | $6.37M | Buy |
26,346
+582
| +2% | +$141K | 0.78% | 20 |
|
|
2022
Q3 | $5.65M | Buy |
25,764
+148
| +0.6% | +$32.5K | 0.77% | 20 |
|
|
2022
Q2 | $5.8M | Buy |
25,616
+613
| +2% | +$139K | 0.76% | 23 |
|
|
2022
Q1 | $6.71M | Buy |
25,003
+2,124
| +9% | +$570K | 0.74% | 21 |
|
|
2021
Q4 | $6.48M | Buy |
22,879
+21,828
| +2,077% | +$6.18M | 0.7% | 23 |
|
|
2021
Q3 | $276K | Sell |
1,051
-735
| -41% | -$193K | 0.04% | 427 |
|
|
2021
Q2 | $480K | Hold |
1,786
| – | – | 0.08% | 285 |
|
|
2021
Q1 | $465K | Buy |
1,786
+735
| +70% | +$191K | 0.1% | 252 |
|
|
2020
Q4 | $242K | Buy |
+1,051
| New | +$242K | 0.07% | 286 |
|