Bluestem Financial 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 | $311K | Hold |
5,014
| – | – | 0.13% | 29 |
|
|
2025
Q1 | $293K | Hold |
5,014
| – | – | 0.14% | 27 |
|
|
2024
Q4 | $312K | Hold |
5,014
| – | – | 0.15% | 26 |
|
|
2024
Q3 | $312K | Hold |
5,014
| – | – | 0.15% | 26 |
|
|
2024
Q2 | $293K | Hold |
5,014
| – | – | 0.15% | 26 |
|
|
2024
Q1 | $305K | Sell |
5,014
-1
| -0% | -$61 | 0.16% | 26 |
|
|
2023
Q4 | $278K | Hold |
5,015
| – | – | 0.16% | 25 |
|
|
2023
Q3 | $250K | Hold |
5,015
| – | – | 0.15% | 25 |
|
|
2023
Q2 | $262K | Sell |
5,015
-295
| -6% | -$15.4K | 0.16% | 25 |
|
|
2023
Q1 | $266K | Buy |
5,310
+5
| +0.1% | +$250 | 0.16% | 24 |
|
|
2022
Q4 | $257K | Hold |
5,305
| – | – | 0.17% | 24 |
|
|
2022
Q3 | $233K | Sell |
5,305
-80
| -1% | -$3.51K | 0.16% | 24 |
|
|
2022
Q2 | $244K | Sell |
5,385
-780
| -13% | -$35.3K | 0.17% | 26 |
|
|
2022
Q1 | $331K | Buy |
6,165
+5
| +0.1% | +$268 | 0.21% | 23 |
|
|
2021
Q4 | $349K | Buy |
6,160
+5
| +0.1% | +$283 | 0.22% | 19 |
|
|
2021
Q3 | $324K | Buy |
6,155
+5
| +0.1% | +$263 | 0.21% | 20 |
|
|
2021
Q2 | $331K | Sell |
6,150
-4,125
| -40% | -$222K | 0.22% | 20 |
|
|
2021
Q1 | $535K | Buy |
10,275
+5
| +0% | +$260 | 0.38% | 17 |
|
|
2020
Q4 | $472K | Buy |
10,270
+5
| +0% | +$230 | 0.35% | 19 |
|
|
2020
Q3 | $380K | Sell |
10,265
-1,140
| -10% | -$42.2K | 0.32% | 20 |
|
|
2020
Q2 | $406K | Buy |
11,405
+1,355
| +13% | +$48.2K | 0.37% | 15 |
|
|
2020
Q1 | $289K | Hold |
10,050
| – | – | 0.31% | 16 |
|
|
2019
Q4 | $414K | Buy |
+10,050
| New | +$414K | 0.38% | 15 |
|