Bridgewealth Advisory Group’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 | $243K | Buy |
3,920
+380
| +11% | +$23.6K | 0.06% | 95 |
|
|
2025
Q1 | $207K | Sell |
3,540
-90
| -2% | -$5.25K | 0.27% | 49 |
|
|
2024
Q4 | $232K | Buy |
3,630
+315
| +10% | +$20.1K | 0.07% | 92 |
|
|
2024
Q3 | $207K | Buy |
+3,315
| New | +$207K | 0.08% | 83 |
|
|
2024
Q2 | – | Sell |
-4,350
| Closed | -$264K | – | 77 |
|
|
2024
Q1 | $264K | Sell |
4,350
-350
| -7% | -$21.3K | 0.13% | 59 |
|
|
2023
Q4 | $261K | Sell |
4,700
-250
| -5% | -$13.9K | 0.2% | 62 |
|
|
2023
Q3 | $247K | Buy |
+4,950
| New | +$247K | 0.3% | 49 |
|