Blue Barn Wealth’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 | $272K | Buy |
4,386
+303
| +7% | +$18.8K | 0.13% | 123 |
|
|
2025
Q1 | $238K | Buy |
4,083
+9
| +0.2% | +$525 | 0.12% | 128 |
|
|
2024
Q4 | $254K | Buy |
4,074
+273
| +7% | +$17K | 0.13% | 111 |
|
|
2024
Q3 | $237K | Sell |
3,801
-95
| -2% | -$5.92K | 0.12% | 132 |
|
|
2024
Q2 | $228K | Hold |
3,896
| – | – | 0.13% | 114 |
|
|
2024
Q1 | $237K | Sell |
3,896
-219
| -5% | -$13.3K | 0.13% | 110 |
|
|
2023
Q4 | $228K | Sell |
4,115
-10
| -0.2% | -$555 | 0.14% | 101 |
|
|
2023
Q3 | $206K | Sell |
4,125
-140
| -3% | -$6.99K | 0.14% | 109 |
|
|
2023
Q2 | $223K | Sell |
4,265
-30
| -0.7% | -$1.57K | 0.14% | 107 |
|
|
2023
Q1 | $215K | Buy |
4,295
+35
| +0.8% | +$1.75K | 0.13% | 116 |
|
|
2022
Q4 | $206K | Buy |
+4,260
| New | +$206K | 0.14% | 111 |
|
|
2022
Q3 | – | Sell |
-5,290
| Closed | -$239K | – | 123 |
|
|
2022
Q2 | $239K | Sell |
5,290
-250
| -5% | -$11.3K | 0.18% | 89 |
|
|
2022
Q1 | $297K | Buy |
5,540
+110
| +2% | +$5.9K | 0.21% | 80 |
|
|
2021
Q4 | $307K | Buy |
5,430
+40
| +0.7% | +$2.26K | 0.21% | 76 |
|
|
2021
Q3 | $284K | Sell |
5,390
-540
| -9% | -$28.5K | 0.25% | 73 |
|
|
2021
Q2 | $319K | Buy |
+5,930
| New | +$319K | 0.33% | 56 |
|