BWP
Balboa Wealth Partners’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 | $645K | Buy |
10,394
+1,161
| +13% | +$72K | 0.13% | 132 |
|
|
2025
Q1 | $539K | Buy |
9,233
+264
| +3% | +$15.4K | 0.13% | 124 |
|
|
2024
Q4 | $559K | Buy |
8,969
+5,411
| +152% | +$337K | 0.13% | 131 |
|
|
2024
Q3 | $222K | Sell |
3,558
-69
| -2% | -$4.3K | 0.06% | 248 |
|
|
2024
Q2 | $212K | Buy |
+3,627
| New | +$212K | 0.06% | 249 |
|
|
2023
Q4 | – | Sell |
-814
| Closed | -$203K | – | 303 |
|
|
2023
Q3 | $203K | Buy |
+814
| New | +$203K | 0.08% | 211 |
|