Berman Capital Advisors’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
2021
Q3
$2.76M Buy
2021
Q2
$2.81M Sell
2021
Q1
$4.58M Sell
2020
Q4
$4.16M Sell
2020
Q3
$3.54M Buy
2020
Q2
$3.39M Sell
2020
Q1
$3.42M Buy
2019
Q4
$4.88M Buy
2019
Q3
$4.55M Sell
2019
Q2
$4.59M Sell
2019
Q1
$5.3M Buy
2018
Q4
$4.09M Sell
2018
Q3
$5.17M Sell
2018
Q2
$8.17M Buy
2018
Q1
$6.52M Sell
2017
Q4
$6.88M Buy