Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.17M | Sell |
34,878
-1,960
| -5% | -$122K | 1.03% | 29 |
|
|
2024
Q2 | $2.16M | Sell |
36,838
-3,786
| -9% | -$222K | 1.06% | 25 |
|
|
2024
Q1 | $2.47M | Sell |
40,624
-12,456
| -23% | -$757K | 1.22% | 23 |
|
|
2023
Q4 | $2.94M | Buy |
53,080
+10,095
| +23% | +$560K | 1.48% | 16 |
|
|
2023
Q3 | $2.14M | Buy |
42,985
+18,460
| +75% | +$921K | 0.75% | 37 |
|
|
2023
Q2 | $1.28M | Buy |
24,525
+1,565
| +7% | +$81.8K | 0.47% | 51 |
|
|
2023
Q1 | $1.15M | Sell |
22,960
-1,570
| -6% | -$78.6K | 0.44% | 51 |
|
|
2022
Q4 | $1.19M | Buy |
24,530
+3,190
| +15% | +$154K | 0.5% | 47 |
|
|
2022
Q3 | $936K | Buy |
21,340
+1,225
| +6% | +$53.7K | 0.46% | 54 |
|
|
2022
Q2 | $919K | Buy |
20,115
+2,625
| +15% | +$120K | 0.44% | 52 |
|
|
2022
Q1 | $939K | Buy |
17,490
+3,515
| +25% | +$189K | 0.41% | 47 |
|
|
2021
Q4 | $791K | Buy |
13,975
+760
| +6% | +$43K | 0.36% | 48 |
|
|
2021
Q3 | $695K | Buy |
13,215
+4,730
| +56% | +$249K | 0.34% | 42 |
|
|
2021
Q2 | $456K | Buy |
8,485
+2,855
| +51% | +$153K | 0.23% | 56 |
|
|
2021
Q1 | $293K | Buy |
+5,630
| New | +$293K | 0.18% | 55 |
|