Bowman & Company’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 | $3.3M | Buy |
53,173
+2,658
| +5% | +$165K | 1.47% | 16 |
|
|
2025
Q1 | $2.95M | Sell |
50,515
-1,022
| -2% | -$59.6K | 1.45% | 16 |
|
|
2024
Q4 | $3.21M | Buy |
51,537
+2,610
| +5% | +$163K | 1.66% | 14 |
|
|
2024
Q3 | $3.05M | Sell |
48,927
-95
| -0.2% | -$5.92K | 1.6% | 16 |
|
|
2024
Q2 | $2.87M | Buy |
49,022
+59
| +0.1% | +$3.46K | 1.66% | 13 |
|
|
2024
Q1 | $2.98M | Buy |
48,963
+34,038
| +228% | +$2.07M | 1.8% | 12 |
|
|
2023
Q4 | $827K | Hold |
14,925
| – | – | 0.58% | 54 |
|
|
2023
Q3 | $744K | Sell |
14,925
-1,835
| -11% | -$91.5K | 0.59% | 48 |
|
|
2023
Q2 | $877K | Sell |
16,760
-1,250
| -7% | -$65.4K | 0.66% | 38 |
|
|
2023
Q1 | $901K | Sell |
18,010
-8,280
| -31% | -$414K | 0.66% | 34 |
|
|
2022
Q4 | $1.27M | Buy |
26,290
+14,040
| +115% | +$679K | 0.99% | 24 |
|
|
2022
Q3 | $537K | Sell |
12,250
-1,450
| -11% | -$63.6K | 0.49% | 41 |
|
|
2022
Q2 | $620K | Sell |
13,700
-3,325
| -20% | -$150K | 0.54% | 39 |
|
|
2022
Q1 | $914K | Buy |
17,025
+495
| +3% | +$26.6K | 0.7% | 25 |
|
|
2021
Q4 | $934K | Buy |
+16,530
| New | +$934K | 0.72% | 18 |
|