BMD
Better Money Decisions’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 | $8.74M | Buy |
140,957
+5,295
| +4% | +$328K | 5.31% | 6 |
|
|
2025
Q1 | $7.92M | Sell |
135,662
-1,700
| -1% | -$99.2K | 5.28% | 6 |
|
|
2024
Q4 | $8.56M | Buy |
137,362
+2,807
| +2% | +$175K | 5.93% | 6 |
|
|
2024
Q3 | $8.39M | Sell |
134,555
-11,636
| -8% | -$725K | 5.95% | 6 |
|
|
2024
Q2 | $8.56M | Buy |
146,191
+6,821
| +5% | +$399K | 6.44% | 4 |
|
|
2024
Q1 | $8.47M | Buy |
139,370
+113,019
| +429% | +$6.86M | 6.71% | 4 |
|
|
2023
Q4 | $7.3M | Buy |
26,351
+2,525
| +11% | +$700K | 6.06% | 4 |
|
|
2023
Q3 | $5.94M | Buy |
23,826
+403
| +2% | +$100K | 5.23% | 5 |
|
|
2023
Q2 | $6.12M | Buy |
23,423
+159
| +0.7% | +$41.6K | 4.99% | 5 |
|
|
2023
Q1 | $5.82M | Buy |
23,264
+1,473
| +7% | +$368K | 4.91% | 6 |
|
|
2022
Q4 | $5.27M | Buy |
21,791
+459
| +2% | +$111K | 4.57% | 6 |
|
|
2022
Q3 | $4.68M | Buy |
21,332
+810
| +4% | +$178K | 4.55% | 6 |
|
|
2022
Q2 | $4.64M | Buy |
20,522
+1,873
| +10% | +$424K | 3.93% | 7 |
|
|
2022
Q1 | $5M | Buy |
18,649
+1,222
| +7% | +$328K | 4.69% | 6 |
|
|
2021
Q4 | $4.93M | Buy |
17,427
+2,506
| +17% | +$709K | 4.15% | 6 |
|
|
2021
Q3 | $3.93M | Buy |
14,921
+1,019
| +7% | +$268K | 3.23% | 7 |
|
|
2021
Q2 | $3.74M | Buy |
13,902
+555
| +4% | +$149K | 3.34% | 7 |
|
|
2021
Q1 | $3.47M | Buy |
+13,347
| New | +$3.47M | 3.58% | 7 |
|