BIM
Bridges Investment Management’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 | $284M | Buy |
4,581,466
+35,315
| +0.8% | +$2.19M | 3.84% | 4 |
|
|
2025
Q1 | $265M | Buy |
4,546,151
+236,346
| +5% | +$13.8M | 3.83% | 5 |
|
|
2024
Q4 | $269M | Buy |
4,309,805
+113,190
| +3% | +$7.05M | 3.75% | 6 |
|
|
2024
Q3 | $262M | Buy |
4,196,615
+172,226
| +4% | +$10.7M | 3.66% | 6 |
|
|
2024
Q2 | $236M | Buy |
4,024,389
+1,515,476
| +60% | +$88.7M | 3.58% | 6 |
|
|
2024
Q1 | $152M | Buy |
2,508,913
+2,016,791
| +410% | +$122M | 4.76% | 4 |
|
|
2023
Q4 | $136M | Sell |
492,122
-25,649
| -5% | -$7.11M | 4.52% | 4 |
|
|
2023
Q3 | $129M | Sell |
517,771
-9,152
| -2% | -$2.28M | 4.59% | 4 |
|
|
2023
Q2 | $138M | Buy |
526,923
+14,388
| +3% | +$3.76M | 4.62% | 4 |
|
|
2023
Q1 | $128M | Buy |
512,535
+6,498
| +1% | +$1.63M | 4.55% | 4 |
|
|
2022
Q4 | $122M | Buy |
506,037
+5,031
| +1% | +$1.22M | 4.5% | 3 |
|
|
2022
Q3 | $110M | Sell |
501,006
-24,786
| -5% | -$5.43M | 4.24% | 3 |
|
|
2022
Q2 | $119M | Buy |
525,792
+20,414
| +4% | +$4.62M | 4.33% | 4 |
|
|
2022
Q1 | $136M | Buy |
505,378
+11,260
| +2% | +$3.02M | 4.19% | 4 |
|
|
2021
Q4 | $140M | Sell |
494,118
-943
| -0.2% | -$267K | 4.09% | 5 |
|
|
2021
Q3 | $130M | Buy |
495,061
+16,524
| +3% | +$4.35M | 4.1% | 4 |
|
|
2021
Q2 | $129M | Sell |
478,537
-1,988
| -0.4% | -$534K | 3.82% | 4 |
|
|
2021
Q1 | $125M | Buy |
480,525
+28,464
| +6% | +$7.41M | 3.66% | 5 |
|
|
2020
Q4 | $104M | Sell |
452,061
-4,901
| -1% | -$1.13M | 3.2% | 8 |
|
|
2020
Q3 | $84.7M | Sell |
456,962
-14,078
| -3% | -$2.61M | 2.87% | 9 |
|
|
2020
Q2 | $83.8M | Sell |
471,040
-12,874
| -3% | -$2.29M | 3.05% | 8 |
|
|
2020
Q1 | $69.6M | Sell |
483,914
-53,836
| -10% | -$7.74M | 3.15% | 6 |
|
|
2019
Q4 | $111M | Buy |
537,750
+23,300
| +5% | +$4.8M | 4.1% | 2 |
|
|
2019
Q3 | $99.4M | Sell |
514,450
-22,297
| -4% | -$4.31M | 3.79% | 3 |
|
|
2019
Q2 | $104M | Buy |
536,747
+17,304
| +3% | +$3.36M | 3.99% | 3 |
|
|
2019
Q1 | $98.4M | Buy |
519,443
+38,671
| +8% | +$7.32M | 4.01% | 3 |
|
|
2018
Q4 | $79.8M | Buy |
480,772
+80,444
| +20% | +$13.4M | 3.75% | 3 |
|
|
2018
Q3 | $80.6M | Buy |
400,328
+13,178
| +3% | +$2.65M | 3.98% | 3 |
|
|
2018
Q2 | $75.4M | Buy |
387,150
+23,099
| +6% | +$4.5M | 3.39% | 4 |
|
|
2018
Q1 | $68.3M | Buy |
364,051
+95,098
| +35% | +$17.8M | 3.14% | 5 |
|
|
2017
Q4 | $51M | Buy |
268,953
+12,348
| +5% | +$2.34M | 4.11% | 3 |
|
|
2017
Q3 | $45.9M | Buy |
256,605
+46,195
| +22% | +$8.26M | 4.35% | 3 |
|
|
2017
Q2 | $36.6M | Buy |
210,410
+1,225
| +0.6% | +$213K | 4.91% | 3 |
|
|
2017
Q1 | $35.8M | Buy |
209,185
+13,380
| +7% | +$2.29M | 4.95% | 3 |
|
|
2016
Q4 | $32.4M | Buy |
195,805
+17,632
| +10% | +$2.92M | 4.59% | 4 |
|
|
2016
Q3 | $27.6M | Buy |
178,173
+8,637
| +5% | +$1.34M | 4.59% | 4 |
|
|
2016
Q2 | $25.3M | Buy |
169,536
+4,628
| +3% | +$691K | 4.38% | 4 |
|
|
2016
Q1 | $23.8M | Buy |
164,908
+5,756
| +4% | +$830K | 4.32% | 5 |
|
|
2015
Q4 | $22.2M | Buy |
159,152
+2,809
| +2% | +$391K | 3.96% | 5 |
|
|
2015
Q3 | $23.4M | Hold |
156,343
| – | – | 4.07% | 5 |
|
|
2015
Q2 | $23.4M | Buy |
156,343
+1,815
| +1% | +$272K | 4.07% | 5 |
|
|
2015
Q1 | $23.5M | Buy |
154,528
+1,150
| +0.7% | +$175K | 4.11% | 5 |
|
|
2014
Q4 | $22.2M | Buy |
153,378
+1,404
| +0.9% | +$203K | 3.94% | 5 |
|
|
2014
Q3 | $20.8M | Buy |
151,974
+500
| +0.3% | +$68.4K | 3.9% | 6 |
|
|
2014
Q2 | $21.7M | Buy |
151,474
+3,400
| +2% | +$486K | 4.13% | 5 |
|
|
2014
Q1 | $20.4M | Buy |
148,074
+5,535
| +4% | +$761K | 4.25% | 5 |
|
|
2013
Q4 | $19.1M | Buy |
142,539
+4,273
| +3% | +$572K | 4.29% | 5 |
|
|
2013
Q3 | $17.2M | Buy |
138,266
+1,653
| +1% | +$205K | 4.26% | 5 |
|
|
2013
Q2 | $15.8M | Buy |
+136,613
| New | +$15.8M | 4.16% | 5 |
|