Berkshire Asset Management’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 | $1.74M | Hold |
28,030
| – | – | 0.08% | 117 |
|
|
2025
Q1 | $1.65M | Buy |
28,030
+500
| +2% | +$29.5K | 0.08% | 118 |
|
|
2024
Q4 | $1.8M | Sell |
27,530
-309
| -1% | -$20.2K | 0.09% | 114 |
|
|
2024
Q3 | $1.63M | Hold |
27,839
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $1.63M | Sell |
27,839
-36
| -0.1% | -$2.11K | 0.08% | 110 |
|
|
2024
Q1 | $1.69M | Hold |
27,875
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $1.55M | Hold |
27,875
| – | – | 0.09% | 99 |
|
|
2023
Q3 | $1.39M | Hold |
27,875
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $1.46M | Buy |
27,875
+610
| +2% | +$31.9K | 0.09% | 100 |
|
|
2023
Q1 | $1.36M | Buy |
27,265
+2,365
| +9% | +$118K | 0.08% | 98 |
|
|
2022
Q4 | $1.2M | Buy |
24,900
+500
| +2% | +$24.2K | 0.08% | 94 |
|
|
2022
Q3 | $1.07M | Hold |
24,400
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $1.1M | Buy |
+24,400
| New | +$1.1M | 0.07% | 110 |
|
|
2022
Q1 | – | Sell |
-23,350
| Closed | -$1.32M | – | 210 |
|
|
2021
Q4 | $1.32M | Buy |
23,350
+125
| +0.5% | +$7.08K | 0.08% | 104 |
|
|
2021
Q3 | $1.22M | Hold |
23,225
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $1.25M | Hold |
23,225
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $1.21M | Hold |
23,225
| – | – | 0.09% | 106 |
|
|
2020
Q4 | $1.07M | Buy |
23,225
+10,200
| +78% | +$469K | 0.08% | 108 |
|
|
2020
Q3 | $483K | Buy |
13,025
+5,000
| +62% | +$185K | 0.05% | 115 |
|
|
2020
Q2 | $285K | Sell |
8,025
-10,200
| -56% | -$362K | 0.03% | 137 |
|
|
2020
Q1 | $524K | Buy |
18,225
+4,780
| +36% | +$137K | 0.05% | 128 |
|
|
2019
Q4 | $553K | Buy |
13,445
+1,255
| +10% | +$51.6K | 0.05% | 121 |
|
|
2019
Q3 | $471K | Sell |
12,190
-220
| -2% | -$8.5K | 0.04% | 143 |
|
|
2019
Q2 | $482K | Sell |
12,410
-31,660
| -72% | -$1.23M | 0.04% | 139 |
|
|
2019
Q1 | $1.67M | Buy |
44,070
+14,535
| +49% | +$550K | 0.14% | 87 |
|
|
2018
Q4 | $981K | Buy |
29,535
+2,555
| +9% | +$84.9K | 0.09% | 104 |
|
|
2018
Q3 | $1.09M | Buy |
+26,980
| New | +$1.09M | 0.09% | 106 |
|