Brass Tax 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 | $6.43M | Buy |
103,713
+5,455
| +6% | +$338K | 1.24% | 19 |
|
|
2025
Q1 | $5.73M | Buy |
98,258
+5,627
| +6% | +$328K | 1.2% | 17 |
|
|
2024
Q4 | $5.77M | Buy |
92,631
+13,884
| +18% | +$865K | 1.21% | 21 |
|
|
2024
Q3 | $4.91M | Buy |
78,747
+55,630
| +241% | +$3.47M | 1.05% | 21 |
|
|
2024
Q2 | $1.35M | Buy |
23,117
+11,117
| +93% | +$651K | 0.58% | 30 |
|
|
2024
Q1 | $729K | Buy |
+12,000
| New | +$729K | 0.38% | 40 |
|