Bryant Woods Investment 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 | $23.6M | Sell |
381,029
-5,677
| -1% | -$352K | 10.2% | 2 |
|
2025
Q1 | $22.6M | Sell |
386,706
-2,392
| -0.6% | -$140K | 10.85% | 2 |
|
2024
Q4 | $24.2M | Buy |
389,098
+596
| +0.2% | +$37.1K | 11.74% | 2 |
|
2024
Q3 | $24.2M | Buy |
388,502
+309,082
| +389% | +$19.3M | 12.33% | 2 |
|
2024
Q2 | $19.8M | Sell |
79,420
-295,205
| -79% | -$73.6M | 14.41% | 2 |
|
2024
Q1 | $22.8M | Sell |
374,625
-15,760
| -4% | -$957K | 13.43% | 2 |
|
2023
Q4 | $21.6M | Sell |
390,385
-6,715
| -2% | -$372K | 13.8% | 2 |
|
2023
Q3 | $19.8M | Buy |
397,100
+5,105
| +1% | +$255K | 14.41% | 2 |
|
2023
Q2 | $20.5M | Buy |
391,995
+6,455
| +2% | +$338K | 14.57% | 2 |
|
2023
Q1 | $19.3M | Buy |
385,540
+3,675
| +1% | +$184K | 14.91% | 2 |
|
2022
Q4 | $18.5M | Buy |
381,865
+2,220
| +0.6% | +$107K | 15.68% | 2 |
|
2022
Q3 | $16.7M | Buy |
379,645
+1,680
| +0.4% | +$73.7K | 15.7% | 2 |
|
2022
Q2 | $17.1M | Buy |
377,965
+2,425
| +0.6% | +$110K | 16.14% | 2 |
|
2022
Q1 | $20.2M | Buy |
375,540
+11,755
| +3% | +$631K | 16.26% | 2 |
|
2021
Q4 | $20.6M | Buy |
+363,785
| New | +$20.6M | 16.08% | 1 |
|