Bogart Wealth LLC’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 | $797K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.2M | Hold |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2.23M | Hold |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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