Bellevue Asset 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 | $31K | Hold |
500
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $29.2K | Hold |
500
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $31.2K | Hold |
500
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $31.2K | Sell |
500
-250
| -33% | -$15.6K | 0.02% | 195 |
|
|
2024
Q2 | $43.9K | Hold |
750
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $45.6K | Hold |
750
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $41.6K | Hold |
750
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $37.4K | Hold |
750
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $39.2K | Hold |
750
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $37.5K | Hold |
750
| – | – | 0.03% | 173 |
|
|
2022
Q4 | $36.1K | Hold |
750
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $34K | Hold |
750
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $34K | Hold |
750
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $41K | Hold |
750
| – | – | 0.03% | 187 |
|
|
2021
Q4 | $42K | Hold |
750
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $40K | Hold |
750
| – | – | 0.02% | 198 |
|
|
2021
Q2 | $40K | Hold |
750
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $39K | Hold |
750
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $37K | Hold |
750
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $28K | Hold |
750
| – | – | 0.02% | 223 |
|
|
2020
Q2 | $27K | Hold |
750
| – | – | 0.03% | 226 |
|
|
2020
Q1 | $24K | Sell |
750
-250
| -25% | -$8K | 0.02% | 244 |
|
|
2019
Q4 | $41K | Buy |
+1,000
| New | +$41K | 0.03% | 170 |
|