Bernardo Wealth Planning’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 | $374K | Sell |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $345K | Buy |
|
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $992K | Sell |
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|
2020
Q3 | $806K | Buy |
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|
2020
Q2 | $763K | Sell |
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|
2020
Q1 | $893K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.45M | Buy |
|