BFSG LLC’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 | $207K | Sell |
3,337
-410
| -11% | -$25.4K | 0.02% | 250 |
|
|
2025
Q1 | $219K | Buy |
3,747
+127
| +4% | +$7.41K | 0.03% | 230 |
|
|
2024
Q4 | $226K | Hold |
3,620
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $226K | Hold |
3,620
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $212K | Hold |
3,620
| – | – | 0.03% | 229 |
|
|
2024
Q1 | $220K | Hold |
3,620
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $201K | Buy |
+3,620
| New | +$201K | 0.03% | 235 |
|
|
2020
Q1 | – | Sell |
-43,280
| Closed | -$1.78M | – | 173 |
|
|
2019
Q4 | $1.78M | Buy |
43,280
+12,520
| +41% | +$515K | 0.34% | 86 |
|
|
2019
Q3 | $1.19M | Buy |
30,760
+4,000
| +15% | +$155K | 0.26% | 90 |
|
|
2019
Q2 | $1.04M | Buy |
+26,760
| New | +$1.04M | 0.41% | 57 |
|