BCGM Wealth Management’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 | $408K | Buy |
6,573
+20
| +0.3% | +$1.24K | 0.12% | 115 |
|
|
2025
Q1 | $382K | Sell |
6,553
-87
| -1% | -$5.08K | 0.12% | 112 |
|
|
2024
Q4 | $414K | Buy |
6,640
+57
| +0.9% | +$3.55K | 0.13% | 106 |
|
|
2024
Q3 | $410K | Sell |
6,583
-244
| -4% | -$15.2K | 0.13% | 107 |
|
|
2024
Q2 | $400K | Sell |
6,827
-938
| -12% | -$54.9K | 0.14% | 106 |
|
|
2024
Q1 | $472K | Buy |
7,765
+15
| +0.2% | +$911 | 0.17% | 92 |
|
|
2023
Q4 | $429K | Buy |
7,750
+145
| +2% | +$8.04K | 0.17% | 86 |
|
|
2023
Q3 | $379K | Sell |
7,605
-35
| -0.5% | -$1.75K | 0.17% | 83 |
|
|
2023
Q2 | $399K | Buy |
7,640
+2,430
| +47% | +$127K | 0.18% | 78 |
|
|
2023
Q1 | $261K | Sell |
5,210
-2,580
| -33% | -$129K | 0.13% | 89 |
|
|
2022
Q4 | $377K | Buy |
7,790
+20
| +0.3% | +$968 | 0.18% | 75 |
|
|
2022
Q3 | $367K | Buy |
7,770
+15
| +0.2% | +$708 | 0.18% | 74 |
|
|
2022
Q2 | $389K | Buy |
7,755
+5
| +0.1% | +$251 | 0.2% | 72 |
|
|
2022
Q1 | $386K | Sell |
7,750
-50
| -0.6% | -$2.49K | 0.21% | 72 |
|
|
2021
Q4 | $442K | Buy |
7,800
+20
| +0.3% | +$1.13K | 0.24% | 69 |
|
|
2021
Q3 | $434K | Hold |
7,780
| – | – | 0.24% | 68 |
|
|
2021
Q2 | $420K | Hold |
7,780
| – | – | 0.25% | 68 |
|
|
2021
Q1 | $414K | Hold |
7,780
| – | – | 0.28% | 63 |
|
|
2020
Q4 | $395K | Buy |
+7,780
| New | +$395K | 0.28% | 62 |
|