Bordeaux Wealth Advisors’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
Q2 | $7.23M | Sell |
|
|||||
|
2025
Q1 | $6.86M | Sell |
|
|||||
|
2024
Q4 | $8.49M | Sell |
|
|||||
|
2024
Q3 | $8.54M | Sell |
|
|||||
|
2024
Q2 | $8.14M | Sell |
|
|||||
|
2024
Q1 | $8.47M | Buy |
|
|||||
|
2023
Q4 | $7.55M | Sell |
|
|||||
|
2023
Q3 | $6.94M | Buy |
|
|||||
|
2023
Q2 | $5.25M | Sell |
|
|||||
|
2023
Q1 | $5.14M | Hold |
|
|||||
|
2022
Q4 | $4.97M | Hold |
|
|||||
|
2022
Q3 | $4.5M | Sell |
|
|||||
|
2022
Q2 | $4.74M | Buy |
|
|||||
|
2022
Q1 | $5.56M | Hold |
|
|||||
|
2021
Q4 | $5.87M | Sell |
|
|||||
|
2021
Q3 | $6.71M | Sell |
|
|||||
|
2021
Q2 | $6.96M | Sell |
|
|||||
|
2021
Q1 | $7.64M | Sell |
|
|||||
|
2020
Q4 | $7.87M | Buy |
|