Berger Financial Group’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
Q3 | $236K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $259K | Buy |
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