Baldwin Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Baldwin Wealth Partners’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,850	Closed	-$178K	–	615
2024 Q3	$178K	Sell	2,850 -255	-8%	-$15.9K	0.01%	347
2024 Q2	$182K	Sell	3,105 -2,240	-42%	-$131K	0.01%	212
2024 Q1	$325K	Sell	5,345 -6,600	-55%	-$401K	0.02%	176
2023 Q4	$662K	Sell	11,945 -105	-0.9%	-$5.82K	0.05%	124
2023 Q3	$601K	Sell	12,050 -125	-1%	-$6.23K	0.05%	132
2023 Q2	$637K	Hold	12,175	–	–	0.05%	137
2023 Q1	$609K	Hold	12,175	–	–	0.05%	140
2022 Q4	$589K	Sell	12,175 -400	-3%	-$19.4K	0.05%	142
2022 Q3	$551K	Buy	12,575 +100	+0.8%	+$4.38K	0.08%	91
2022 Q2	$564K	Hold	12,475	–	–	0.07%	97
2022 Q1	$670K	Buy	12,475 +2,760	+28%	+$148K	0.07%	95
2021 Q4	$550K	Hold	9,715	–	–	0.06%	116
2021 Q3	$511K	Sell	9,715 -345	-3%	-$18.1K	0.06%	110
2021 Q2	$541K	Hold	10,060	–	–	0.06%	111
2021 Q1	$524K	Buy	10,060 +610	+6%	+$31.8K	0.06%	103
2020 Q4	$434K	Hold	9,450	–	–	0.05%	114
2020 Q3	$350K	Hold	9,450	–	–	0.05%	126
2020 Q2	$336K	Sell	9,450 -275	-3%	-$9.78K	0.05%	121
2020 Q1	$280K	Hold	9,725	–	–	0.05%	126
2019 Q4	$400K	Buy	9,725 +200	+2%	+$8.23K	0.06%	125
2019 Q3	$368K	Sell	9,525 -715	-7%	-$27.6K	0.06%	129
2019 Q2	$398K	Sell	10,240 -2,940	-22%	-$114K	0.06%	138
2019 Q1	$499K	Sell	13,180 -2,120	-14%	-$80.3K	0.07%	125
2018 Q4	$508K	Buy	+15,300	New	+$508K	0.09%	115
2018 Q3	–	Sell	-500	Closed	-$19K	–	528
2018 Q2	$19K	Hold	500	–	–	﹤0.01%	406
2018 Q1	$19K	Hold	500	–	–	﹤0.01%	383
2017 Q4	$19K	Hold	500	–	–	﹤0.01%	379
2017 Q3	$18K	Sell	500 -625	-56%	-$22.5K	﹤0.01%	379
2017 Q2	$39K	Hold	1,125	–	–	0.01%	319
2017 Q1	$39K	Sell	1,125 -875	-44%	-$30.3K	0.01%	313
2016 Q4	$66K	Hold	2,000	–	–	0.01%	267
2016 Q3	$62K	Hold	2,000	–	–	0.01%	280
2016 Q2	$60K	Sell	2,000 -160	-7%	-$4.8K	0.01%	256
2016 Q1	$62K	Buy	+2,160	New	+$62K	0.01%	284