Boyd Wealth Management’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 | $13.8M | Buy |
222,830
+114,002
| +105% | +$7.07M | 5.98% | 5 |
|
|
2025
Q1 | $6.35M | Buy |
108,828
+449
| +0.4% | +$26.2K | 3.16% | 8 |
|
|
2024
Q4 | $6.75M | Sell |
108,379
-68,290
| -39% | -$4.26M | 3.33% | 10 |
|
|
2024
Q3 | $11M | Buy |
176,669
+73,450
| +71% | +$4.58M | 5.58% | 6 |
|
|
2024
Q2 | $6.04M | Sell |
103,219
-22,840
| -18% | -$1.34M | 3.33% | 10 |
|
|
2024
Q1 | $7.66M | Sell |
126,059
-55,326
| -31% | -$3.36M | 4.37% | 7 |
|
|
2023
Q4 | $10.1M | Sell |
181,385
-101,575
| -36% | -$5.63M | 6.25% | 6 |
|
|
2023
Q3 | $14.1M | Buy |
282,960
+169,080
| +148% | +$8.43M | 9.48% | 3 |
|
|
2023
Q2 | $5.96M | Sell |
113,880
-42,060
| -27% | -$2.2M | 3.62% | 10 |
|
|
2023
Q1 | $7.8M | Sell |
155,940
-21,760
| -12% | -$1.09M | 5.42% | 8 |
|
|
2022
Q4 | $8.6M | Buy |
177,700
+2,475
| +1% | +$120K | 6.31% | 7 |
|
|
2022
Q3 | $7.68M | Buy |
175,225
+17,405
| +11% | +$763K | 6.15% | 6 |
|
|
2022
Q2 | $7.14M | Buy |
157,820
+33,750
| +27% | +$1.53M | 5.83% | 7 |
|
|
2022
Q1 | $6.66M | Sell |
124,070
-57,705
| -32% | -$3.1M | 4.98% | 9 |
|
|
2021
Q4 | $10.3M | Buy |
+181,775
| New | +$10.3M | 7.47% | 5 |
|