Barrett & Company’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 | $148K | Hold |
2,385
| – | – | 0.06% | 172 |
|
|
2025
Q1 | $139K | Hold |
2,385
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $149K | Hold |
2,385
| – | – | 0.06% | 157 |
|
|
2024
Q3 | $149K | Hold |
2,385
| – | – | 0.06% | 159 |
|
|
2024
Q2 | $140K | Hold |
2,385
| – | – | 0.06% | 162 |
|
|
2024
Q1 | $145K | Hold |
2,385
| – | – | 0.07% | 156 |
|
|
2023
Q4 | $132K | Hold |
2,385
| – | – | 0.07% | 156 |
|
|
2023
Q3 | $119K | Hold |
2,385
| – | – | 0.07% | 163 |
|
|
2023
Q2 | $125K | Hold |
2,385
| – | – | 0.07% | 161 |
|
|
2023
Q1 | $119K | Hold |
2,385
| – | – | 0.08% | 160 |
|
|
2022
Q4 | $115K | Hold |
2,385
| – | – | 0.08% | 153 |
|
|
2022
Q3 | $115K | Buy |
+2,385
| New | +$115K | 0.08% | 153 |
|