Hazlett, Burt & Watson’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 | $459K | Sell |
7,419
-385
| -5% | -$23.8K | 0.19% | 115 |
|
|
2025
Q1 | $459K | Buy |
7,804
+154
| +2% | +$9.06K | 0.21% | 105 |
|
|
2024
Q4 | $477K | Buy |
7,650
+98
| +1% | +$6.11K | 0.21% | 103 |
|
|
2024
Q3 | $473K | Sell |
7,552
-404
| -5% | -$25.3K | 0.22% | 107 |
|
|
2024
Q2 | $467K | Sell |
7,956
-450
| -5% | -$26.4K | 0.24% | 89 |
|
|
2024
Q1 | $514K | Buy |
8,406
+266
| +3% | +$16.3K | 0.31% | 64 |
|
|
2023
Q4 | $453K | Sell |
8,140
-655
| -7% | -$36.5K | 0.3% | 68 |
|
|
2023
Q3 | $444K | Buy |
8,795
+2,310
| +36% | +$117K | 0.33% | 63 |
|
|
2023
Q2 | $344K | Sell |
6,485
-765
| -11% | -$40.6K | 0.26% | 83 |
|
|
2023
Q1 | $370K | Buy |
7,250
+1,630
| +29% | +$83.2K | 0.3% | 68 |
|
|
2022
Q4 | $272K | Buy |
5,620
+195
| +4% | +$9.44K | 0.24% | 96 |
|
|
2022
Q3 | $237K | Sell |
5,425
-485
| -8% | -$21.2K | 0.23% | 96 |
|
|
2022
Q2 | $268K | Buy |
5,910
+15
| +0.3% | +$680 | 0.25% | 90 |
|
|
2022
Q1 | $318K | Buy |
+5,895
| New | +$318K | 0.25% | 86 |
|