Bright Financial Advisors’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 | $5.97M | Buy |
96,323
+9,848
| +11% | +$611K | 3.32% | 8 |
|
|
2025
Q1 | $5.05M | Sell |
86,475
-4,542
| -5% | -$265K | 3.1% | 8 |
|
|
2024
Q4 | $5.67M | Sell |
91,017
-3,157
| -3% | -$197K | 3.56% | 8 |
|
|
2024
Q3 | $5.87M | Buy |
94,174
+2,856
| +3% | +$178K | 3.73% | 8 |
|
|
2024
Q2 | $5.34M | Sell |
91,318
-58,875
| -39% | -$3.45M | 3.77% | 8 |
|
|
2024
Q1 | $20M | Buy |
+150,193
| New | +$20M | 14.96% | 2 |
|