Birchcreek Wealth Management’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 | $3.61M | Buy |
58,154
+4,449
| +8% | +$276K | 2.04% | 11 |
|
|
2025
Q1 | $3.13M | Buy |
53,705
+5,975
| +13% | +$349K | 1.98% | 11 |
|
|
2024
Q4 | $2.97M | Buy |
47,730
+1,429
| +3% | +$89K | 1.87% | 12 |
|
|
2024
Q3 | $2.89M | Buy |
46,301
+983
| +2% | +$61.3K | 1.89% | 13 |
|
|
2024
Q2 | $2.65M | Buy |
45,318
+131
| +0.3% | +$7.67K | 1.49% | 15 |
|
|
2024
Q1 | $2.74M | Buy |
45,187
+3,027
| +7% | +$184K | 1.44% | 17 |
|
|
2023
Q4 | $2.34M | Buy |
42,160
+4,240
| +11% | +$235K | 1.4% | 18 |
|
|
2023
Q3 | $1.89M | Buy |
37,920
+5,235
| +16% | +$261K | 1.28% | 18 |
|
|
2023
Q2 | $1.71M | Buy |
32,685
+9,545
| +41% | +$499K | 1.19% | 20 |
|
|
2023
Q1 | $1.16M | Buy |
23,140
+2,555
| +12% | +$128K | 0.92% | 30 |
|
|
2022
Q4 | $996K | Buy |
20,585
+985
| +5% | +$47.7K | 0.89% | 32 |
|
|
2022
Q3 | $859K | Buy |
19,600
+1,320
| +7% | +$57.9K | 0.8% | 35 |
|
|
2022
Q2 | $827K | Buy |
18,280
+1,440
| +9% | +$65.1K | 0.74% | 40 |
|
|
2022
Q1 | $904K | Buy |
16,840
+1,665
| +11% | +$89.4K | 0.8% | 34 |
|
|
2021
Q4 | $859K | Buy |
15,175
+2,410
| +19% | +$136K | 0.75% | 36 |
|
|
2021
Q3 | $672K | Buy |
12,765
+185
| +1% | +$9.74K | 0.63% | 42 |
|
|
2021
Q2 | $676K | Buy |
12,580
+450
| +4% | +$24.2K | 0.65% | 38 |
|
|
2021
Q1 | $632K | Sell |
12,130
-495
| -4% | -$25.8K | 0.67% | 40 |
|
|
2020
Q4 | $580K | Buy |
+12,625
| New | +$580K | 0.57% | 42 |
|