Brightwater 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
39,868
+532
| +1% | +$33K | 1.78% | 22 |
|
|
2025
Q1 | $2.3M | Buy |
39,336
+7,174
| +22% | +$419K | 1.82% | 21 |
|
|
2024
Q4 | $2M | Sell |
32,162
-537
| -2% | -$33.5K | 1.57% | 22 |
|
|
2024
Q3 | $2.04M | Buy |
32,699
+3,915
| +14% | +$244K | 1.5% | 23 |
|
|
2024
Q2 | $1.68M | Buy |
28,784
+20,197
| +235% | +$1.18M | 1.3% | 24 |
|
|
2024
Q1 | $522K | Buy |
+8,587
| New | +$522K | 0.42% | 40 |
|