BCS Wealth Management’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
Q2 | $650K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $393K | Buy |
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