Berkeley Capital Partners’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 | $398K | Hold |
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|
2025
Q1 | $374K | Hold |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | $243K | Sell |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $224K | Buy |
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