Berger Financial Group’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 | $214K | Sell |
3,443
-1,853
| -35% | -$115K | 0.01% | 393 |
|
|
2025
Q1 | $309K | Buy |
+5,296
| New | +$309K | 0.02% | 329 |
|
|
2024
Q2 | – | Sell |
-6,308
| Closed | -$383K | – | 367 |
|
|
2024
Q1 | $383K | Sell |
6,308
-2
| -0% | -$121 | 0.03% | 241 |
|
|
2023
Q4 | $350K | Hold |
6,310
| – | – | 0.04% | 205 |
|
|
2023
Q3 | $315K | Hold |
6,310
| – | – | 0.04% | 205 |
|
|
2023
Q2 | $330K | Hold |
6,310
| – | – | 0.04% | 207 |
|
|
2023
Q1 | $316K | Hold |
6,310
| – | – | 0.04% | 202 |
|
|
2022
Q4 | $305K | Buy |
+6,310
| New | +$305K | 0.04% | 196 |
|
|
2022
Q3 | – | Sell |
-7,200
| Closed | -$326K | – | 243 |
|
|
2022
Q2 | $326K | Sell |
7,200
-740
| -9% | -$33.5K | 0.05% | 175 |
|
|
2022
Q1 | $426K | Sell |
7,940
-45
| -0.6% | -$2.41K | 0.05% | 162 |
|
|
2021
Q4 | $452K | Buy |
7,985
+950
| +14% | +$53.8K | 0.06% | 160 |
|
|
2021
Q3 | $370K | Hold |
7,035
| – | – | 0.07% | 140 |
|
|
2021
Q2 | $378K | Buy |
7,035
+1,390
| +25% | +$74.7K | 0.07% | 138 |
|
|
2021
Q1 | $294K | Hold |
5,645
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $259K | Buy |
+5,645
| New | +$259K | 0.05% | 175 |
|