Birchbrook’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
$6.62M Buy
106,791
+11,548
+12% +$716K 3.55% 6
2025
Q1
$5.56M Buy
95,243
+17,064
+22% +$996K 3.12% 8
2024
Q4
$4.87M Buy
78,179
+959
+1% +$59.8K 2.77% 9
2024
Q3
$4.81M Buy
77,220
+72,854
+1,669% +$4.54M 2.67% 9
2024
Q2
$255K Buy
4,366
+498
+13% +$29.1K 0.15% 57
2024
Q1
$235K Sell
3,868
-2,337
-38% -$142K 0.14% 61
2023
Q4
$344K Buy
+6,205
New +$344K 0.23% 52