Buttonwood Financial 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 | $1.11M | Buy |
17,887
+1,137
| +7% | +$70.5K | 0.45% | 44 |
|
|
2025
Q1 | $977K | Sell |
16,750
-1,801
| -10% | -$105K | 0.43% | 45 |
|
|
2024
Q4 | $1.16M | Sell |
18,551
-949
| -5% | -$59.1K | 0.51% | 42 |
|
|
2024
Q3 | $1.22M | Buy |
19,500
+187
| +1% | +$11.7K | 0.53% | 44 |
|
|
2024
Q2 | $1.13M | Sell |
19,313
-82
| -0.4% | -$4.8K | 0.53% | 45 |
|
|
2024
Q1 | $1.18M | Sell |
19,395
-415
| -2% | -$25.2K | 0.55% | 45 |
|
|
2023
Q4 | $1.1M | Sell |
19,810
-1,780
| -8% | -$98.7K | 0.6% | 42 |
|
|
2023
Q3 | $1.08M | Buy |
21,590
+4,100
| +23% | +$204K | 0.68% | 38 |
|
|
2023
Q2 | $915K | Buy |
17,490
+9,760
| +126% | +$510K | 0.57% | 44 |
|
|
2023
Q1 | $387K | Buy |
7,730
+130
| +2% | +$6.5K | 0.3% | 59 |
|
|
2022
Q4 | $368K | Buy |
+7,600
| New | +$368K | 0.31% | 61 |
|