Coastal Bridge 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 | $2.16M | Buy |
34,759
+598
| +2% | +$37.1K | 0.18% | 131 |
|
|
2025
Q1 | $1.99M | Buy |
+34,161
| New | +$1.99M | 0.49% | 52 |
|
|
2020
Q1 | – | Sell |
-6,925
| Closed | -$285K | – | 149 |
|
|
2019
Q4 | $285K | Hold |
6,925
| – | – | 0.07% | 96 |
|
|
2019
Q3 | $268K | Hold |
6,925
| – | – | 0.09% | 105 |
|
|
2019
Q2 | $269K | Buy |
6,925
+830
| +14% | +$32.2K | 0.08% | 98 |
|
|
2019
Q1 | $231K | Sell |
6,095
-135
| -2% | -$5.12K | 0.08% | 106 |
|
|
2018
Q4 | $207K | Hold |
6,230
| – | – | 0.08% | 114 |
|
|
2018
Q3 | $251K | Buy |
6,230
+165
| +3% | +$6.65K | 0.1% | 103 |
|
|
2018
Q2 | $236K | Hold |
6,065
| – | – | 0.1% | 107 |
|
|
2018
Q1 | $228K | Hold |
6,065
| – | – | 0.08% | 109 |
|
|
2017
Q4 | $232K | Buy |
+6,065
| New | +$232K | 0.07% | 106 |
|