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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $340K | Hold |
|
|||||
|
2025
Q2 | $323K | Hold |
|
|||||
|
2025
Q1 | $304K | Buy |
|
|||||
|
2024
Q4 | $320K | Buy |
|
|||||
|
2024
Q3 | $300K | Buy |
|
|||||
|
2024
Q2 | $155K | Buy |
|
|||||
|
2024
Q1 | $55.3K | Buy |
|
|||||
|
2023
Q4 | $9.7K | Hold |
|
|||||
|
2023
Q3 | $8.73K | Hold |
|
|||||
|
2023
Q2 | $9.15K | Hold |
|
|||||
|
2023
Q1 | $8.76K | Hold |
|
|||||
|
2022
Q4 | $8.47K | Hold |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $8K | Hold |
|
|||||
|
2022
Q1 | $9K | Hold |
|
|||||
|
2021
Q4 | $10K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $55K | Hold |
|
|||||
|
2017
Q2 | $53K | Hold |
|
|||||
|
2017
Q1 | $52K | Hold |
|
|||||
|
2016
Q4 | $51K | Hold |
|
|||||
|
2016
Q3 | $48K | Sell |
|
|||||
|
2016
Q2 | $61K | Hold |
|
|||||
|
2016
Q1 | $58K | Hold |
|
|||||
|
2015
Q4 | $56K | Hold |
|
|||||
|
2015
Q3 | $55K | Sell |
|
|||||
|
2015
Q2 | $74K | Sell |
|
|||||
|
2015
Q1 | $86K | Hold |
|
|||||
|
2014
Q4 | $82K | Sell |
|
|||||
|
2014
Q3 | $92K | Hold |
|
|||||
|
2014
Q2 | $96K | Buy |
|
|||||
|
2014
Q1 | $37K | Hold |
|
|||||
|
2013
Q4 | $36K | Buy |
|