Bigelow Investment 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 | $6.24M | Sell |
100,680
-1,303
| -1% | -$80.8K | 2.75% | 6 |
|
|
2025
Q1 | $5.95M | Buy |
101,983
+1,929
| +2% | +$113K | 2.83% | 6 |
|
|
2024
Q4 | $6.23M | Sell |
100,054
-2,838
| -3% | -$177K | 2.93% | 5 |
|
|
2024
Q3 | $6.41M | Buy |
102,892
+4,113
| +4% | +$256K | 2.86% | 5 |
|
|
2024
Q2 | $5.78M | Buy |
98,779
+4,422
| +5% | +$259K | 2.76% | 6 |
|
|
2024
Q1 | $5.73M | Buy |
94,357
+6,877
| +8% | +$418K | 2.82% | 5 |
|
|
2023
Q4 | $4.85M | Sell |
87,480
-330
| -0.4% | -$18.3K | 2.62% | 6 |
|
|
2023
Q3 | $4.38M | Buy |
87,810
+660
| +0.8% | +$32.9K | 2.51% | 6 |
|
|
2023
Q2 | $4.56M | Buy |
87,150
+1,980
| +2% | +$104K | 2.49% | 6 |
|
|
2023
Q1 | $4.26M | Buy |
85,170
+3,605
| +4% | +$180K | 2.45% | 6 |
|
|
2022
Q4 | $3.95M | Buy |
81,565
+9,445
| +13% | +$457K | 2.29% | 6 |
|
|
2022
Q3 | $3.16M | Buy |
72,120
+6,155
| +9% | +$270K | 1.89% | 10 |
|
|
2022
Q2 | $2.99M | Buy |
65,965
+2,455
| +4% | +$111K | 1.64% | 14 |
|
|
2022
Q1 | $3.41M | Buy |
63,510
+2,335
| +4% | +$125K | 1.59% | 13 |
|
|
2021
Q4 | $3.46M | Buy |
61,175
+470
| +0.8% | +$26.6K | 1.57% | 14 |
|
|
2021
Q3 | $3.19M | Sell |
60,705
-10,345
| -15% | -$544K | 1.57% | 13 |
|
|
2021
Q2 | $3.82M | Buy |
71,050
+5
| +0% | +$269 | 1.85% | 13 |
|
|
2021
Q1 | $3.7M | Sell |
71,045
-2,800
| -4% | -$146K | 1.87% | 12 |
|
|
2020
Q4 | $3.39M | Sell |
73,845
-7,160
| -9% | -$329K | 1.8% | 12 |
|
|
2020
Q3 | $3M | Sell |
81,005
-2,290
| -3% | -$84.9K | 1.78% | 12 |
|
|
2020
Q2 | $2.96M | Sell |
83,295
-16,500
| -17% | -$587K | 1.92% | 11 |
|
|
2020
Q1 | $2.87M | Sell |
99,795
-11,465
| -10% | -$330K | 2.15% | 9 |
|
|
2019
Q4 | $4.58M | Sell |
111,260
-230
| -0.2% | -$9.47K | 2.68% | 7 |
|
|
2019
Q3 | $4.31M | Buy |
111,490
+1,900
| +2% | +$73.4K | 2.74% | 6 |
|
|
2019
Q2 | $4.26M | Buy |
109,590
+6,945
| +7% | +$270K | 2.85% | 6 |
|
|
2019
Q1 | $3.89M | Buy |
102,645
+6,825
| +7% | +$259K | 2.7% | 6 |
|
|
2018
Q4 | $3.18M | Buy |
95,820
+5,470
| +6% | +$182K | 2.38% | 6 |
|
|
2018
Q3 | $3.64M | Buy |
90,350
+655
| +0.7% | +$26.4K | 2.45% | 7 |
|
|
2018
Q2 | $3.49M | Buy |
89,695
+6,485
| +8% | +$253K | 2.39% | 7 |
|
|
2018
Q1 | $3.12M | Sell |
83,210
-50
| -0.1% | -$1.88K | 2.12% | 7 |
|
|
2017
Q4 | $3.16M | Buy |
+83,260
| New | +$3.16M | 3.15% | 6 |
|