Legacy Bridge’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 | $637K | Sell |
10,263
-159
| -2% | -$9.86K | 0.3% | 100 |
|
|
2025
Q1 | $608K | Buy |
10,422
+4,502
| +76% | +$263K | 0.34% | 96 |
|
|
2024
Q4 | $369K | Hold |
5,920
| – | – | 0.19% | 118 |
|
|
2024
Q3 | $369K | Buy |
5,920
+310
| +6% | +$19.3K | 0.2% | 117 |
|
|
2024
Q2 | $328K | Buy |
5,610
+10
| +0.2% | +$585 | 0.19% | 112 |
|
|
2024
Q1 | $340K | Buy |
5,600
+275
| +5% | +$16.7K | 0.2% | 111 |
|
|
2023
Q4 | $295K | Buy |
5,325
+175
| +3% | +$9.7K | 0.19% | 116 |
|
|
2023
Q3 | $257K | Hold |
5,150
| – | – | 0.18% | 125 |
|
|
2023
Q2 | $269K | Buy |
5,150
+3,150
| +158% | +$165K | 0.18% | 127 |
|
|
2023
Q1 | $100K | Hold |
2,000
| – | – | 0.07% | 172 |
|
|
2022
Q4 | $96.8K | Hold |
2,000
| – | – | 0.07% | 171 |
|
|
2022
Q3 | $88K | Hold |
2,000
| – | – | 0.07% | 167 |
|
|
2022
Q2 | $90K | Hold |
2,000
| – | – | 0.07% | 174 |
|
|
2022
Q1 | $107K | Hold |
2,000
| – | – | 0.06% | 177 |
|
|
2021
Q4 | $113K | Hold |
2,000
| – | – | 0.06% | 175 |
|
|
2021
Q3 | $105K | Buy |
2,000
+1,000
| +100% | +$52.5K | 0.06% | 172 |
|
|
2021
Q2 | $54K | Hold |
1,000
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $52K | Hold |
1,000
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $46K | Hold |
1,000
| – | – | 0.03% | 193 |
|
|
2020
Q3 | $37K | Hold |
1,000
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $36K | Hold |
1,000
| – | – | 0.04% | 189 |
|
|
2020
Q1 | $29K | Sell |
1,000
-855
| -46% | -$24.8K | 0.04% | 185 |
|
|
2019
Q4 | $76K | Hold |
1,855
| – | – | 0.06% | 174 |
|
|
2019
Q3 | $72K | Hold |
1,855
| – | – | 0.07% | 169 |
|
|
2019
Q2 | $72K | Hold |
1,855
| – | – | 0.07% | 168 |
|
|
2019
Q1 | $70K | Hold |
1,855
| – | – | 0.07% | 165 |
|
|
2018
Q4 | $62K | Buy |
+1,855
| New | +$62K | 0.08% | 161 |
|