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