Brown Miller Wealth Management’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 |
39,836
+3,419
| +9% | +$212K | 0.77% | 32 |
|
|
2025
Q1 | $2.12M | Buy |
36,417
+4,254
| +13% | +$248K | 0.74% | 39 |
|
|
2024
Q4 | $2M | Buy |
32,163
+1,631
| +5% | +$102K | 0.77% | 39 |
|
|
2024
Q3 | $1.9M | Sell |
30,532
-591
| -2% | -$36.8K | 0.74% | 42 |
|
|
2024
Q2 | $1.82M | Buy |
31,123
+3,040
| +11% | +$178K | 0.76% | 40 |
|
|
2024
Q1 | $1.71M | Sell |
28,083
-692
| -2% | -$42K | 0.75% | 43 |
|
|
2023
Q4 | $1.6M | Buy |
28,775
+905
| +3% | +$50.2K | 0.8% | 40 |
|
|
2023
Q3 | $1.39M | Buy |
27,870
+3,060
| +12% | +$153K | 0.78% | 42 |
|
|
2023
Q2 | $1.3M | Buy |
24,810
+1,280
| +5% | +$66.9K | 0.7% | 42 |
|
|
2023
Q1 | $1.18M | Buy |
23,530
+725
| +3% | +$36.3K | 0.7% | 43 |
|
|
2022
Q4 | $1.1M | Buy |
22,805
+1,915
| +9% | +$92.7K | 0.7% | 49 |
|
|
2022
Q3 | $916K | Sell |
20,890
-5
| -0% | -$219 | 0.65% | 46 |
|
|
2022
Q2 | $945K | Buy |
20,895
+230
| +1% | +$10.4K | 0.64% | 47 |
|
|
2022
Q1 | $1.11M | Sell |
20,665
-30
| -0.1% | -$1.61K | 0.64% | 45 |
|
|
2021
Q4 | $1.17M | Sell |
20,695
-565
| -3% | -$32K | 0.67% | 42 |
|
|
2021
Q3 | $1.12M | Buy |
21,260
+2,845
| +15% | +$150K | 0.7% | 39 |
|
|
2021
Q2 | $989K | Buy |
18,415
+4,055
| +28% | +$218K | 0.63% | 45 |
|
|
2021
Q1 | $748K | Sell |
14,360
-390
| -3% | -$20.3K | 0.53% | 50 |
|
|
2020
Q4 | $678K | Buy |
+14,750
| New | +$678K | 0.51% | 49 |
|