Beaird Harris 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 | $61.4K | Buy |
990
+115
| +13% | +$7.13K | ﹤0.01% | 228 |
|
|
2025
Q1 | $51.1K | Buy |
875
+70
| +9% | +$4.09K | ﹤0.01% | 220 |
|
|
2024
Q4 | $50.2K | Hold |
805
| – | – | ﹤0.01% | 224 |
|
|
2024
Q3 | $50.2K | Sell |
805
-35
| -4% | -$2.18K | ﹤0.01% | 232 |
|
|
2024
Q2 | $49.2K | Buy |
+840
| New | +$49.2K | ﹤0.01% | 226 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$4.99K | – | 635 |
|
|
2023
Q4 | $4.99K | Buy |
+90
| New | +$4.99K | ﹤0.01% | 379 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$1K | – | 654 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 601 |
|