Belpointe Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Buy |
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|
2025
Q1 | $6.53M | Buy |
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|
2024
Q4 | $6.78M | Sell |
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|
2024
Q3 | $8.35M | Buy |
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|
2024
Q2 | $6.29M | Buy |
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|
2024
Q1 | $5.81M | Buy |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $2.65M | Buy |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $679K | Buy |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $577K | Buy |
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