BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $3.45M | Buy |
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|
2019
Q3 | $3.2M | Sell |
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|
2019
Q2 | $3.24M | Buy |
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|
2019
Q1 | $3.11M | Sell |
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|
2018
Q4 | $2.78M | Buy |
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|
2018
Q3 | $3.3M | Buy |
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|
2018
Q2 | $3.12M | Buy |
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|
2018
Q1 | $2.71M | Buy |
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|
2017
Q4 | $2.55M | Sell |
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|
2017
Q3 | $3.47M | Buy |
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|
2017
Q2 | $245K | Buy |
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