BlueChip Wealth Advisors’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 | $8.4M | Sell |
135,504
-3,433
| -2% | -$213K | 3.74% | 5 |
|
|
2025
Q1 | $8.11M | Sell |
138,937
-8,552
| -6% | -$499K | 3.98% | 4 |
|
|
2024
Q4 | $9.19M | Buy |
147,489
+1,853
| +1% | +$115K | 5.1% | 3 |
|
|
2024
Q3 | $9.08M | Buy |
145,636
+3,817
| +3% | +$238K | 4.75% | 3 |
|
|
2024
Q2 | $8.3M | Sell |
141,819
-670
| -0.5% | -$39.2K | 4.89% | 3 |
|
|
2024
Q1 | $8.65M | Sell |
142,489
-14,076
| -9% | -$855K | 5.58% | 3 |
|
|
2023
Q4 | $8.68M | Buy |
+156,565
| New | +$8.68M | 6.08% | 1 |
|