BBA
Braun-Bostich & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
3,525
| – | – | 0.15% | 111 |
|
|
2025
Q1 | $206K | Hold |
3,525
| – | – | 0.15% | 109 |
|
|
2024
Q4 | $220K | Hold |
3,525
| – | – | 0.16% | 99 |
|
|
2024
Q3 | $220K | Hold |
3,525
| – | – | 0.15% | 106 |
|
|
2024
Q2 | $206K | Sell |
3,525
-1,505
| -30% | -$88.1K | 0.15% | 107 |
|
|
2024
Q1 | $306K | Buy |
5,030
+3,723
| +285% | +$226K | 0.26% | 93 |
|
|
2023
Q4 | $362K | Buy |
+1,307
| New | +$362K | 0.33% | 76 |
|
|
2023
Q3 | – | Sell |
-1,307
| Closed | -$342K | – | 75 |
|
|
2023
Q2 | $342K | Hold |
1,307
| – | – | 0.73% | 51 |
|
|
2023
Q1 | $327K | Buy |
+1,307
| New | +$327K | 0.77% | 48 |
|
|
2022
Q1 | – | Sell |
-1,246
| Closed | -$336K | – | 104 |
|
|
2021
Q4 | $336K | Buy |
+1,246
| New | +$336K | 0.08% | 76 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$6K | – | 288 |
|
|
2020
Q2 | $6K | Hold |
32
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $4K | Sell |
32
-50
| -61% | -$6.25K | 0.01% | 260 |
|
|
2019
Q4 | $17K | Buy |
+82
| New | +$17K | 0.02% | 201 |
|
|
2019
Q3 | – | Sell |
-633
| Closed | -$123K | – | 190 |
|
|
2019
Q2 | $123K | Sell |
633
-351
| -36% | -$68.2K | 0.13% | 123 |
|
|
2019
Q1 | $186K | Sell |
984
-3,375
| -77% | -$638K | 0.19% | 104 |
|
|
2018
Q4 | $724K | Sell |
4,359
-80
| -2% | -$13.3K | 0.77% | 33 |
|
|
2018
Q3 | $894K | Buy |
4,439
+345
| +8% | +$69.5K | 0.86% | 30 |
|
|
2018
Q2 | $797K | Sell |
4,094
-4,317
| -51% | -$840K | 0.8% | 34 |
|
|
2018
Q1 | $1.58M | Sell |
8,411
-421
| -5% | -$79K | 1.37% | 20 |
|
|
2017
Q4 | $1.68M | Buy |
+8,832
| New | +$1.68M | 1.42% | 20 |
|