Bernardo Wealth Planning’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 | $360K | Buy |
5,809
+85
| +1% | +$5.27K | 0.08% | 82 |
|
|
2025
Q1 | $334K | Buy |
5,724
+1
| +0% | +$58 | 0.08% | 83 |
|
|
2024
Q4 | $354K | Buy |
5,723
+322
| +6% | +$19.9K | 0.08% | 79 |
|
|
2024
Q3 | $345K | Buy |
5,401
+30
| +0.6% | +$1.92K | 0.08% | 82 |
|
|
2024
Q2 | $314K | Hold |
5,371
| – | – | 0.08% | 76 |
|
|
2024
Q1 | $326K | Buy |
5,371
+1
| +0% | +$61 | 0.09% | 76 |
|
|
2023
Q4 | $298K | Sell |
5,370
-500
| -9% | -$27.7K | 0.09% | 72 |
|
|
2023
Q3 | $293K | Buy |
5,870
+500
| +9% | +$24.9K | 0.12% | 66 |
|
|
2023
Q2 | $281K | Sell |
5,370
-775
| -13% | -$40.5K | 0.11% | 67 |
|
|
2023
Q1 | $308K | Sell |
6,145
-245
| -4% | -$12.3K | 0.13% | 67 |
|
|
2022
Q4 | $309K | Hold |
6,390
| – | – | 0.14% | 65 |
|
|
2022
Q3 | $294K | Hold |
6,390
| – | – | 0.17% | 65 |
|
|
2022
Q2 | $289K | Sell |
6,390
-170
| -3% | -$7.69K | 0.17% | 63 |
|
|
2022
Q1 | $352K | Hold |
6,560
| – | – | 0.17% | 59 |
|
|
2021
Q4 | $371K | Hold |
6,560
| – | – | 0.18% | 57 |
|
|
2021
Q3 | $345K | Hold |
6,560
| – | – | 0.2% | 55 |
|
|
2021
Q2 | $352K | Hold |
6,560
| – | – | 0.21% | 55 |
|
|
2021
Q1 | $341K | Sell |
6,560
-15,020
| -70% | -$781K | 0.22% | 56 |
|
|
2020
Q4 | $992K | Sell |
21,580
-180
| -0.8% | -$8.27K | 0.38% | 52 |
|
|
2020
Q3 | $806K | Buy |
21,760
+285
| +1% | +$10.6K | 0.36% | 57 |
|
|
2020
Q2 | $763K | Sell |
21,475
-9,565
| -31% | -$340K | 0.41% | 49 |
|
|
2020
Q1 | $893K | Sell |
31,040
-3,255
| -9% | -$93.6K | 0.62% | 41 |
|
|
2019
Q4 | $1.41M | Buy |
34,295
+1,645
| +5% | +$67.7K | 0.86% | 32 |
|
|
2019
Q3 | $1.26M | Sell |
32,650
-1,155
| -3% | -$44.6K | 0.91% | 26 |
|
|
2019
Q2 | $1.31M | Sell |
33,805
-12,060
| -26% | -$468K | 1.03% | 26 |
|
|
2019
Q1 | $1.74M | Buy |
45,865
+2,090
| +5% | +$79.2K | 1.38% | 18 |
|
|
2018
Q4 | $1.45M | Buy |
+43,775
| New | +$1.45M | 1.29% | 18 |
|