BFWM
Bright Futures Wealth 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
Q1 | $996K | Sell |
18,582
-80
| -0.4% | -$4.29K | 1.09% | 31 |
|
2024
Q4 | $1.2M | Buy |
18,662
+913
| +5% | +$58.9K | 1.07% | 27 |
|
2024
Q3 | $1.11M | Sell |
17,749
-134
| -0.7% | -$8.4K | 0.54% | 55 |
|
2024
Q2 | $1.05M | Buy |
17,883
+255
| +1% | +$15K | 0.57% | 47 |
|
2024
Q1 | $1.03M | Buy |
+17,628
| New | +$1.03M | 0.56% | 52 |
|