BWM
BNC Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-757
| Closed | -$210K | – | 102 |
|
|
2023
Q4 | $210K | Buy |
+757
| New | +$210K | 0.1% | 92 |
|
|
2022
Q2 | – | Sell |
-749
| Closed | -$201K | – | 117 |
|
|
2022
Q1 | $201K | Buy |
749
+2
| +0.3% | +$537 | 0.1% | 116 |
|
|
2021
Q4 | $211K | Buy |
+747
| New | +$211K | 0.1% | 116 |
|