BWM
BCS Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
10,476
+833
| +9% | +$51.7K | 0.14% | 134 |
|
|
2025
Q1 | $563K | Buy |
9,643
+55
| +0.6% | +$3.21K | 0.14% | 137 |
|
|
2024
Q4 | $597K | Buy |
+9,588
| New | +$597K | 0.15% | 130 |
|
|
2024
Q2 | – | Sell |
-9,918
| Closed | -$602K | – | 179 |
|
|
2024
Q1 | $602K | Buy |
9,918
+7,994
| +415% | +$485K | 0.19% | 113 |
|
|
2023
Q4 | $533K | Buy |
1,924
+1
| +0.1% | +$277 | 0.2% | 114 |
|
|
2023
Q3 | $480K | Buy |
+1,923
| New | +$480K | 0.2% | 110 |
|
|
2023
Q2 | – | Sell |
-1,923
| Closed | -$481K | – | 132 |
|
|
2023
Q1 | $481K | Hold |
1,923
| – | – | 0.22% | 90 |
|
|
2022
Q4 | $465K | Hold |
1,923
| – | – | 0.19% | 115 |
|
|
2022
Q3 | $422K | Buy |
1,923
+470
| +32% | +$103K | 0.2% | 110 |
|
|
2022
Q2 | $329K | Hold |
1,453
| – | – | 0.15% | 128 |
|
|
2022
Q1 | $390K | Sell |
1,453
-41
| -3% | -$11K | 0.16% | 124 |
|
|
2021
Q4 | $423K | Hold |
1,494
| – | – | 0.15% | 122 |
|
|
2021
Q3 | $393K | Buy |
1,494
+16
| +1% | +$4.21K | 0.17% | 111 |
|
|
2021
Q2 | $397K | Buy |
1,478
+13
| +0.9% | +$3.49K | 0.21% | 93 |
|
|
2021
Q1 | $381K | Hold |
1,465
| – | – | 0.18% | 101 |
|
|
2020
Q4 | $337K | Hold |
1,465
| – | – | 0.18% | 104 |
|
|
2020
Q3 | $271K | Sell |
1,465
-310
| -17% | -$57.3K | 0.15% | 105 |
|
|
2020
Q2 | $316K | Sell |
1,775
-86
| -5% | -$15.3K | 0.19% | 94 |
|
|
2020
Q1 | $268K | Sell |
1,861
-49
| -3% | -$7.06K | 0.19% | 89 |
|
|
2019
Q4 | $393K | Buy |
+1,910
| New | +$393K | 0.26% | 68 |
|