BCM
BTC Capital 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
Q2 | $228K | Sell |
3,674
-3,455
| -48% | -$214K | 0.02% | 197 |
|
|
2025
Q1 | $416K | Buy |
7,129
+1,733
| +32% | +$101K | 0.04% | 172 |
|
|
2024
Q4 | $336K | Sell |
5,396
-94
| -2% | -$5.86K | 0.03% | 186 |
|
|
2024
Q3 | $342K | Buy |
5,490
+710
| +15% | +$44.2K | 0.03% | 194 |
|
|
2024
Q2 | $280K | Hold |
4,780
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $290K | Buy |
+4,780
| New | +$290K | 0.03% | 204 |
|
|
2023
Q3 | $238K | Hold |
956
| – | – | 0.03% | 217 |
|
|
2023
Q2 | $250K | Hold |
956
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $239K | Sell |
956
-405
| -30% | -$101K | 0.03% | 215 |
|
|
2022
Q4 | $329K | Buy |
1,361
+381
| +39% | +$92.2K | 0.04% | 198 |
|
|
2022
Q3 | $215K | Sell |
980
-65
| -6% | -$14.3K | 0.03% | 233 |
|
|
2022
Q2 | $236K | Sell |
1,045
-3,691
| -78% | -$834K | 0.03% | 240 |
|
|
2022
Q1 | $1.27M | Hold |
4,736
| – | – | 0.13% | 126 |
|
|
2021
Q4 | $1.34M | Buy |
4,736
+200
| +4% | +$56.6K | 0.13% | 122 |
|
|
2021
Q3 | $1.19M | Sell |
4,536
-119
| -3% | -$31.3K | 0.13% | 118 |
|
|
2021
Q2 | $1.25M | Sell |
4,655
-74
| -2% | -$19.9K | 0.14% | 107 |
|
|
2021
Q1 | $1.23M | Sell |
4,729
-207
| -4% | -$53.9K | 0.14% | 110 |
|
|
2020
Q4 | $1.14M | Sell |
4,936
-70
| -1% | -$16.1K | 0.14% | 115 |
|
|
2020
Q3 | $928K | Hold |
5,006
| – | – | 0.13% | 115 |
|
|
2020
Q2 | $890K | Sell |
5,006
-729
| -13% | -$130K | 0.14% | 108 |
|
|
2020
Q1 | $825K | Buy |
5,735
+163
| +3% | +$23.4K | 0.16% | 105 |
|
|
2019
Q4 | $1.15M | Hold |
5,572
| – | – | 0.16% | 109 |
|
|
2019
Q3 | $1.08M | Hold |
5,572
| – | – | 0.17% | 106 |
|
|
2019
Q2 | $1.08M | Hold |
5,572
| – | – | 0.18% | 111 |
|
|
2019
Q1 | $1.06M | Sell |
5,572
-381
| -6% | -$72.2K | 0.17% | 112 |
|
|
2018
Q4 | $988K | Hold |
5,953
| – | – | 0.18% | 110 |
|
|
2018
Q3 | $1.2M | Buy |
+5,953
| New | +$1.2M | 0.2% | 109 |
|
|
2018
Q2 | – | Sell |
-5,953
| Closed | -$1.12M | – | 155 |
|
|
2018
Q1 | $1.12M | Sell |
5,953
-198
| -3% | -$37.1K | 0.18% | 108 |
|
|
2017
Q4 | $1.17M | Buy |
6,151
+2,246
| +58% | +$426K | 0.2% | 98 |
|
|
2017
Q3 | $698K | Sell |
3,905
-605
| -13% | -$108K | 0.12% | 119 |
|
|
2017
Q2 | $784K | Hold |
4,510
| – | – | 0.14% | 116 |
|
|
2017
Q1 | $773K | Hold |
4,510
| – | – | 0.14% | 114 |
|
|
2016
Q4 | $745K | Hold |
4,510
| – | – | 0.15% | 113 |
|
|
2016
Q3 | $698K | Hold |
4,510
| – | – | 0.15% | 108 |
|
|
2016
Q2 | $673K | Hold |
4,510
| – | – | 0.15% | 105 |
|
|
2016
Q1 | $650K | Hold |
4,510
| – | – | 0.15% | 106 |
|
|
2015
Q4 | $628K | Sell |
4,510
-69,190
| -94% | -$9.63M | 0.15% | 117 |
|
|
2015
Q3 | $10.1M | Sell |
73,700
-940
| -1% | -$128K | 2.42% | 5 |
|
|
2015
Q2 | $11.2M | Buy |
74,640
+6,590
| +10% | +$988K | 2.6% | 5 |
|
|
2015
Q1 | $10.3M | Buy |
68,050
+32,650
| +92% | +$4.96M | 2.38% | 6 |
|
|
2014
Q4 | $5.13M | Buy |
35,400
+29,420
| +492% | +$4.26M | 1.27% | 16 |
|
|
2014
Q3 | $818K | Buy |
+5,980
| New | +$818K | 0.21% | 106 |
|