Bragg Financial 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 | $713K | Sell |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $817K | Hold |
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|
2024
Q2 | $767K | Sell |
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $657K | Hold |
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|
2023
Q3 | $591K | Hold |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $597K | Hold |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $553K | Hold |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $548K | Hold |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $390K | Hold |
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|
2020
Q2 | $374K | Hold |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $405K | Hold |
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|
2019
Q2 | $407K | Hold |
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|
2019
Q1 | $397K | Sell |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $420K | Buy |
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|
2018
Q2 | $371K | Hold |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $326K | Hold |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $295K | Hold |
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|
2016
Q2 | $285K | Hold |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $265K | Hold |
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|
2015
Q3 | $260K | Sell |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $299K | Buy |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $253K | Hold |
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|
2014
Q2 | $265K | Hold |
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|
2014
Q1 | $254K | Hold |
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|
2013
Q4 | $248K | Hold |
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|
2013
Q3 | $230K | Buy |
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