Bartlett & Co Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$47.8M	Buy	771,412 +116,482	+18%	+$7.22M	0.67%	48
2025 Q1	$38.2M	Buy	654,930 +45,640	+7%	+$2.66M	0.56%	51
2024 Q4	$38M	Buy	609,290 +38,248	+7%	+$2.38M	0.55%	51
2024 Q3	$35.6M	Buy	571,042 +185,573	+48%	+$11.6M	0.51%	52
2024 Q2	$22.6M	Buy	385,469 +66,068	+21%	+$3.87M	0.34%	63
2024 Q1	$19.4M	Buy	319,401 +56,481	+21%	+$3.43M	0.3%	70
2023 Q4	$14.7M	Buy	262,920 +151,665	+136%	+$8.49M	0.24%	78
2023 Q3	$5.57M	Buy	111,255 +9,300	+9%	+$466K	0.1%	124
2023 Q2	$5.33M	Sell	101,955 -1,300	-1%	-$68K	0.09%	131
2023 Q1	$5.17M	Buy	103,255 +7,420	+8%	+$371K	0.1%	126
2022 Q4	$4.64M	Buy	95,835 +3,040	+3%	+$147K	0.09%	136
2022 Q3	$4.07M	Buy	92,795 +5,970	+7%	+$262K	0.09%	136
2022 Q2	$3.93M	Buy	86,825 +8,830	+11%	+$400K	0.08%	139
2022 Q1	$4.19M	Buy	77,995 +1,760	+2%	+$94.5K	0.07%	139
2021 Q4	$4.32M	Buy	76,235 +7,720	+11%	+$437K	0.07%	136
2021 Q3	$3.6M	Buy	68,515 +6,435	+10%	+$339K	0.07%	139
2021 Q2	$3.34M	Buy	62,080 +6,130	+11%	+$329K	0.06%	145
2021 Q1	$2.91M	Buy	55,950 +15,265	+38%	+$795K	0.06%	148
2020 Q4	$1.87M	Buy	40,685 +705	+2%	+$32.4K	0.04%	172
2020 Q3	$1.48M	Buy	39,980 +4,355	+12%	+$161K	0.03%	175
2020 Q2	$1.27M	Buy	35,625 +8,600	+32%	+$306K	0.03%	182
2020 Q1	$778K	Sell	27,025 -2,930	-10%	-$84.3K	0.02%	203
2019 Q4	$1.23M	Buy	29,955 +3,500	+13%	+$144K	0.03%	196
2019 Q3	$1.02M	Buy	26,455 +4,280	+19%	+$165K	0.03%	205
2019 Q2	$862K	Hold	22,175	–	–	0.03%	176
2019 Q1	$840K	Sell	22,175 -285	-1%	-$10.8K	0.03%	176
2018 Q4	$746K	Sell	22,460 -5,460	-20%	-$181K	0.03%	179
2018 Q3	$1.13M	Buy	27,920 +12,840	+85%	+$519K	0.04%	161
2018 Q2	$590K	Buy	15,080 +1,435	+11%	+$56.1K	0.02%	192
2018 Q1	$512K	Buy	+13,645	New	+$512K	0.02%	195