Brady Family Wealth’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
$2.37M Sell
38,181
-72
-0.2% -$4.47K 0.73% 41
2025
Q1
$2.23M Sell
38,253
-2,503
-6% -$146K 0.71% 44
2024
Q4
$2.54M Sell
40,756
-1,375
-3% -$85.7K 0.78% 43
2024
Q3
$2.63M Sell
42,131
-94
-0.2% -$5.86K 0.79% 42
2024
Q2
$2.47M Sell
42,225
-202
-0.5% -$11.8K 0.8% 44
2024
Q1
$2.58M Sell
42,427
-38
-0.1% -$2.31K 0.84% 43
2023
Q4
$2.35M Sell
42,465
-260
-0.6% -$14.4K 0.81% 42
2023
Q3
$2.13M Sell
42,725
-290
-0.7% -$14.5K 0.82% 45
2023
Q2
$2.25M Sell
43,015
-285
-0.7% -$14.9K 0.84% 43
2023
Q1
$2.17M Buy
43,300
+50
+0.1% +$2.5K 0.86% 43
2022
Q4
$2.09M Buy
+43,250
New +$2.09M 0.86% 41