BWM
BerganKDV Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.65M | Sell |
6,309
-1,286
| -17% | -$336K | 0.17% | 100 |
|
|
2023
Q1 | $1.9M | Sell |
7,595
-97
| -1% | -$24.3K | 0.2% | 92 |
|
|
2022
Q4 | $1.86M | Buy |
7,692
+191
| +3% | +$46.2K | 0.2% | 94 |
|
|
2022
Q3 | $1.65M | Buy |
7,501
+36
| +0.5% | +$7.9K | 0.2% | 96 |
|
|
2022
Q2 | $1.69M | Sell |
7,465
-361
| -5% | -$81.7K | 0.19% | 99 |
|
|
2022
Q1 | $2.1M | Sell |
7,826
-56
| -0.7% | -$15K | 0.22% | 91 |
|
|
2021
Q4 | $2.23M | Buy |
7,882
+6
| +0.1% | +$1.7K | 0.23% | 88 |
|
|
2021
Q3 | $2.07M | Buy |
7,876
+224
| +3% | +$58.9K | 0.23% | 86 |
|
|
2021
Q2 | $2.06M | Sell |
7,652
-83
| -1% | -$22.3K | 0.24% | 82 |
|
|
2021
Q1 | $2.01M | Sell |
7,735
-496
| -6% | -$129K | 0.26% | 77 |
|
|
2020
Q4 | $1.89M | Sell |
8,231
-1,835
| -18% | -$422K | 0.27% | 77 |
|
|
2020
Q3 | $1.87M | Sell |
10,066
-8,639
| -46% | -$1.6M | 0.3% | 73 |
|
|
2020
Q2 | $3.33M | Buy |
18,705
+495
| +3% | +$88K | 0.57% | 38 |
|
|
2020
Q1 | $2.62M | Buy |
18,210
+1,447
| +9% | +$208K | 0.54% | 39 |
|
|
2019
Q4 | $3.45M | Buy |
16,763
+186
| +1% | +$38.3K | 0.61% | 35 |
|
|
2019
Q3 | $3.2M | Sell |
16,577
-100
| -0.6% | -$19.3K | 0.63% | 31 |
|
|
2019
Q2 | $3.24M | Buy |
16,677
+257
| +2% | +$49.9K | 0.64% | 28 |
|
|
2019
Q1 | $3.11M | Sell |
16,420
-330
| -2% | -$62.5K | 0.64% | 29 |
|
|
2018
Q4 | $2.78M | Buy |
16,750
+371
| +2% | +$61.6K | 0.65% | 26 |
|
|
2018
Q3 | $3.3M | Buy |
16,379
+349
| +2% | +$70.3K | 0.71% | 23 |
|
|
2018
Q2 | $3.12M | Buy |
16,030
+1,610
| +11% | +$314K | 0.7% | 21 |
|
|
2018
Q1 | $2.71M | Buy |
14,420
+981
| +7% | +$184K | 0.74% | 20 |
|
|
2017
Q4 | $2.55M | Sell |
13,439
-5,974
| -31% | -$1.13M | 0.61% | 24 |
|
|
2017
Q3 | $3.47M | Buy |
19,413
+18,003
| +1,277% | +$3.22M | 0.87% | 21 |
|
|
2017
Q2 | $245K | Buy |
+1,410
| New | +$245K | 0.07% | 151 |
|