BKM 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 | $728K | Sell |
11,734
-13
| -0.1% | -$806 | 0.28% | 84 |
|
|
2025
Q1 | $685K | Sell |
11,747
-216
| -2% | -$12.6K | 0.28% | 85 |
|
|
2024
Q4 | $745K | Buy |
11,963
+10
| +0.1% | +$623 | 0.31% | 82 |
|
|
2024
Q3 | $745K | Sell |
11,953
-531
| -4% | -$33.1K | 0.3% | 86 |
|
|
2024
Q2 | $731K | Sell |
12,484
-10
| -0.1% | -$585 | 0.35% | 84 |
|
|
2024
Q1 | $759K | Sell |
12,494
-636
| -5% | -$38.6K | 0.33% | 80 |
|
|
2023
Q4 | $728K | Buy |
+13,130
| New | +$728K | 0.31% | 78 |
|