Bellwether Advisors’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 | $5.85M | Sell |
94,282
-487
| -0.5% | -$30.2K | 1% | 24 |
|
|
2025
Q1 | $5.53M | Buy |
94,769
+314
| +0.3% | +$18.3K | 1.15% | 20 |
|
|
2024
Q4 | $5.89M | Sell |
94,455
-268
| -0.3% | -$16.7K | 1.05% | 19 |
|
|
2024
Q3 | $5.9M | Buy |
94,723
+357
| +0.4% | +$22.2K | 1.13% | 23 |
|
|
2024
Q2 | $5.52M | Buy |
94,366
+1,714
| +2% | +$100K | 1.16% | 18 |
|
|
2024
Q1 | $5.63M | Sell |
92,652
-18
| -0% | -$1.09K | 1.24% | 18 |
|
|
2023
Q4 | $5.14M | Sell |
92,670
-140
| -0.2% | -$7.76K | 1.26% | 21 |
|
|
2023
Q3 | $4.63M | Sell |
92,810
-215
| -0.2% | -$10.7K | 1.26% | 20 |
|
|
2023
Q2 | $4.86M | Sell |
93,025
-525
| -0.6% | -$27.5K | 1.43% | 12 |
|
|
2023
Q1 | $4.68M | Sell |
93,550
-2,290
| -2% | -$115K | 1.28% | 10 |
|
|
2022
Q4 | $4.64M | Sell |
95,840
-3,270
| -3% | -$158K | 1.35% | 11 |
|
|
2022
Q3 | $4.35M | Sell |
99,110
-15,835
| -14% | -$694K | 1.43% | 14 |
|
|
2022
Q2 | $5.2M | Sell |
114,945
-19,930
| -15% | -$902K | 1.67% | 11 |
|
|
2022
Q1 | $7.24M | Buy |
134,875
+970
| +0.7% | +$52.1K | 2.16% | 11 |
|
|
2021
Q4 | $7.58M | Sell |
133,905
-2,520
| -2% | -$143K | 2.36% | 9 |
|
|
2021
Q3 | $7.19M | Sell |
136,425
-5,825
| -4% | -$307K | 2.39% | 9 |
|
|
2021
Q2 | $7.65M | Buy |
142,250
+440
| +0.3% | +$23.6K | 2.64% | 8 |
|
|
2021
Q1 | $7.38M | Sell |
141,810
-895
| -0.6% | -$46.6K | 2.92% | 7 |
|
|
2020
Q4 | $6.56M | Buy |
+142,705
| New | +$6.56M | 2.89% | 9 |
|