Beirne Wealth Consulting Services’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 | $6.09M | Buy |
98,222
+29,463
| +43% | +$1.83M | 1.98% | 14 |
|
|
2025
Q1 | $4.01M | Buy |
68,759
+469
| +0.7% | +$27.4K | 1.43% | 18 |
|
|
2024
Q4 | $4.26M | Buy |
68,290
+532
| +0.8% | +$33.2K | 1.53% | 16 |
|
|
2024
Q3 | $4.22M | Buy |
67,758
+6,292
| +10% | +$392K | 1.48% | 16 |
|
|
2024
Q2 | $3.6M | Buy |
61,466
+2,087
| +4% | +$122K | 1.45% | 21 |
|
|
2024
Q1 | $3.61M | Buy |
59,379
+859
| +1% | +$52.2K | 1.53% | 17 |
|
|
2023
Q4 | $3.25M | Buy |
58,520
+24,190
| +70% | +$1.34M | 1.61% | 15 |
|
|
2023
Q3 | $1.8M | Hold |
34,330
| – | – | 1.43% | 14 |
|
|
2023
Q2 | $1.8M | Buy |
34,330
+14,105
| +70% | +$739K | 1.43% | 14 |
|
|
2023
Q1 | $1.02M | Sell |
20,225
-920
| -4% | -$46.2K | 0.71% | 31 |
|
|
2022
Q4 | $1.03M | Sell |
21,145
-1,005
| -5% | -$48.8K | 0.5% | 33 |
|
|
2022
Q3 | $974K | Sell |
22,150
-2,005
| -8% | -$88.2K | 0.37% | 38 |
|
|
2022
Q2 | $1.09M | Sell |
24,155
-15,085
| -38% | -$683K | 0.71% | 26 |
|
|
2022
Q1 | $2.12M | Buy |
39,240
+120
| +0.3% | +$6.48K | 1.18% | 18 |
|
|
2021
Q4 | $2.23M | Buy |
39,120
+1,550
| +4% | +$88.2K | 1.22% | 17 |
|
|
2021
Q3 | $2M | Buy |
37,570
+740
| +2% | +$39.4K | 1.14% | 19 |
|
|
2021
Q2 | $2M | Buy |
36,830
+10,380
| +39% | +$563K | 1.1% | 22 |
|
|
2021
Q1 | $1.38M | Buy |
26,450
+345
| +1% | +$18K | 0.81% | 26 |
|
|
2020
Q4 | $1.2M | Buy |
+26,105
| New | +$1.2M | 0.59% | 36 |
|
|
2019
Q3 | – | Sell |
-25,130
| Closed | -$976K | – | 138 |
|
|
2019
Q2 | $976K | Hold |
25,130
| – | – | 0.88% | 33 |
|
|
2019
Q1 | $952K | Hold |
25,130
| – | – | 0.75% | 36 |
|
|
2018
Q4 | $835K | Buy |
+25,130
| New | +$835K | 0.71% | 36 |
|