BBR Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $603K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $814K | Hold |
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|
2017
Q3 | $768K | Hold |
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|
2017
Q2 | $746K | Hold |
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|
2017
Q1 | $735K | Sell |
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|
2016
Q4 | $956K | Sell |
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|
2016
Q3 | $918K | Hold |
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|
2016
Q2 | $886K | Hold |
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|
2016
Q1 | $856K | Sell |
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|
2015
Q4 | $860K | Sell |
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|
2015
Q3 | $858K | Sell |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.63M | Sell |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.48M | Buy |
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