BFC
Bedel Financial Consulting’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 | $2.11M | Sell |
34,007
-370
| -1% | -$22.9K | 0.29% | 47 |
|
|
2025
Q1 | $2M | Buy |
34,377
+233
| +0.7% | +$13.5K | 0.29% | 45 |
|
|
2024
Q4 | $2.22M | Buy |
34,144
+909
| +3% | +$59K | 0.31% | 45 |
|
|
2024
Q3 | $2.07M | Buy |
33,235
+1,854
| +6% | +$116K | 0.29% | 46 |
|
|
2024
Q2 | $1.84M | Sell |
31,381
-646
| -2% | -$37.8K | 0.27% | 44 |
|
|
2024
Q1 | $1.95M | Buy |
32,027
+25,570
| +396% | +$1.55M | 0.31% | 42 |
|
|
2023
Q4 | $1.79M | Hold |
6,457
| – | – | 0.33% | 38 |
|
|
2023
Q3 | $1.61M | Sell |
6,457
-6
| -0.1% | -$1.5K | 0.33% | 39 |
|
|
2023
Q2 | $1.69M | Sell |
6,463
-60
| -0.9% | -$15.7K | 0.35% | 36 |
|
|
2023
Q1 | $1.63M | Buy |
6,523
+24
| +0.4% | +$6K | 0.4% | 35 |
|
|
2022
Q4 | $1.57M | Buy |
6,499
+20
| +0.3% | +$4.84K | 0.39% | 34 |
|
|
2022
Q3 | $1.57M | Buy |
6,479
+211
| +3% | +$51K | 0.42% | 34 |
|
|
2022
Q2 | $1.42M | Sell |
6,268
-52
| -0.8% | -$11.8K | 0.41% | 29 |
|
|
2022
Q1 | $1.7M | Hold |
6,320
| – | – | 0.53% | 23 |
|
|
2021
Q4 | $1.79M | Sell |
6,320
-34
| -0.5% | -$9.62K | 0.56% | 20 |
|
|
2021
Q3 | $1.67M | Buy |
6,354
+218
| +4% | +$57.4K | 0.57% | 20 |
|
|
2021
Q2 | $1.65M | Buy |
6,136
+155
| +3% | +$41.7K | 0.57% | 21 |
|
|
2021
Q1 | $1.56M | Buy |
5,981
+217
| +4% | +$56.5K | 0.6% | 23 |
|
|
2020
Q4 | $1.33M | Sell |
5,764
-6
| -0.1% | -$1.38K | 0.59% | 25 |
|
|
2020
Q3 | $1.07M | Sell |
5,770
-220
| -4% | -$40.8K | 0.53% | 26 |
|
|
2020
Q2 | $1.07M | Sell |
5,990
-10
| -0.2% | -$1.78K | 0.57% | 24 |
|
|
2020
Q1 | $863K | Buy |
6,000
+10
| +0.2% | +$1.44K | 0.57% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
5,990
+81
| +1% | +$16.7K | 0.7% | 21 |
|
|
2019
Q3 | $1.14M | Hold |
5,909
| – | – | 0.69% | 26 |
|
|
2019
Q2 | $1.15M | Hold |
5,909
| – | – | 0.7% | 25 |
|
|
2019
Q1 | $1.12M | Buy |
5,909
+83
| +1% | +$15.7K | 0.71% | 24 |
|
|
2018
Q4 | $967K | Hold |
5,826
| – | – | 0.7% | 26 |
|
|
2018
Q3 | $1.11M | Hold |
5,826
| – | – | 0.74% | 21 |
|
|
2018
Q2 | $1.14M | Sell |
5,826
-200
| -3% | -$39K | 0.83% | 21 |
|
|
2018
Q1 | $1.13M | Hold |
6,026
| – | – | 0.86% | 20 |
|
|
2017
Q4 | $1.14M | Buy |
+6,026
| New | +$1.14M | 1.03% | 18 |
|