Basepoint Wealth LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$1.05M Buy
2024
Q4
$1.12M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.08M Buy
2024
Q1
$1.1M Buy
2023
Q4
$709K Buy
2023
Q3
$634K Sell
2023
Q2
$682K Sell
2023
Q1
$654K Buy
2022
Q4
$630K Hold
2022
Q3
$571K Buy
2022
Q2
$589K Buy
2022
Q1
$699K Hold
2021
Q4
$737K Buy