Blue Bell Private 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 | $323K | Hold |
5,213
| – | – | 0.05% | 183 |
|
|
2025
Q1 | $304K | Buy |
5,213
+72
| +1% | +$4.2K | 0.06% | 176 |
|
|
2024
Q4 | $320K | Buy |
5,141
+325
| +7% | +$20.3K | 0.06% | 166 |
|
|
2024
Q3 | $300K | Buy |
4,816
+2,162
| +81% | +$135K | 0.06% | 173 |
|
|
2024
Q2 | $155K | Buy |
2,654
+1,744
| +192% | +$102K | 0.03% | 220 |
|
|
2024
Q1 | $55.3K | Buy |
910
+735
| +420% | +$44.6K | 0.01% | 338 |
|
|
2023
Q4 | $9.7K | Hold |
175
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $8.73K | Hold |
175
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $9.15K | Hold |
175
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $8.76K | Hold |
175
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $8.47K | Hold |
175
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $9K | Hold |
175
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $10K | Buy |
+175
| New | +$10K | ﹤0.01% | 398 |
|
|
2017
Q4 | – | Sell |
-1,525
| Closed | -$55K | – | 225 |
|
|
2017
Q3 | $55K | Hold |
1,525
| – | – | 0.03% | 120 |
|
|
2017
Q2 | $53K | Hold |
1,525
| – | – | 0.03% | 128 |
|
|
2017
Q1 | $52K | Hold |
1,525
| – | – | 0.03% | 128 |
|
|
2016
Q4 | $51K | Hold |
1,525
| – | – | 0.03% | 130 |
|
|
2016
Q3 | $48K | Sell |
1,525
-500
| -25% | -$15.7K | 0.03% | 208 |
|
|
2016
Q2 | $61K | Hold |
2,025
| – | – | 0.04% | 188 |
|
|
2016
Q1 | $58K | Hold |
2,025
| – | – | 0.04% | 209 |
|
|
2015
Q4 | $56K | Hold |
2,025
| – | – | 0.04% | 201 |
|
|
2015
Q3 | $55K | Sell |
2,025
-450
| -18% | -$12.2K | 0.04% | 203 |
|
|
2015
Q2 | $74K | Sell |
2,475
-375
| -13% | -$11.2K | 0.04% | 168 |
|
|
2015
Q1 | $86K | Hold |
2,850
| – | – | 0.05% | 157 |
|
|
2014
Q4 | $82K | Sell |
2,850
-500
| -15% | -$14.4K | 0.05% | 180 |
|
|
2014
Q3 | $92K | Hold |
3,350
| – | – | 0.06% | 171 |
|
|
2014
Q2 | $96K | Buy |
3,350
+2,000
| +148% | +$57.3K | 0.06% | 155 |
|
|
2014
Q1 | $37K | Hold |
1,350
| – | – | 0.03% | 225 |
|
|
2013
Q4 | $36K | Buy |
+1,350
| New | +$36K | 0.03% | 231 |
|