Broadview Financial Management’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  | $2.21M | Sell | 
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        2025
         Q1  | $2.18M | Sell | 
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        2024
         Q4  | $2.45M | Sell | 
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| 
        
          
      
        2024
         Q3  | $2.48M | Buy | 
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| 
        
          
      
        2024
         Q2  | $2.32M | Sell | 
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| 
        
          
      
        2024
         Q1  | $2.48M | Sell | 
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        2023
         Q4  | $2.32M | Sell | 
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| 
        
          
      
        2023
         Q3  | $2.23M | Sell | 
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| 
        
          
      
        2023
         Q2  | $2.37M | Buy | 
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| 
        
          
      
        2023
         Q1  | $2.26M | Buy | 
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| 
        
          
      
        2022
         Q4  | $2.08M | Sell | 
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| 
        
          
      
        2022
         Q3  | $1.98M | Buy | 
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| 
        
          
      
        2022
         Q2  | $2.04M | Sell | 
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| 
        
          
      
        2022
         Q1  | $2.59M | Buy | 
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| 
        
          
      
        2021
         Q4  | $2.71M | Sell | 
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| 
        
          
      
        2021
         Q3  | $2.52M | Sell | 
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| 
        
          
      
        2021
         Q2  | $2.6M | Sell | 
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| 
        
          
      
        2021
         Q1  | $2.56M | Sell | 
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| 
        
          
      
        2020
         Q4  | $2.42M | Sell | 
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| 
        
          
      
        2020
         Q3  | $2.04M | Sell | 
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| 
        
          
      
        2020
         Q2  | $2.15M | Sell | 
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| 
        
          
      
        2020
         Q1  | $1.96M | Buy | 
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| 
        
          
      
        2019
         Q4  | $2.74M | Buy | 
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| 
        
          
      
        2019
         Q3  | $2.57M | Sell | 
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| 
        
          
      
        2019
         Q2  | $2.59M | Sell | 
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| 
        
          
      
        2019
         Q1  | $2.56M | Sell | 
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| 
        
          
      
        2018
         Q4  | $2.25M | Buy | 
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| 
        
          
      
        2018
         Q3  | $2.39M | Buy | 
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| 
        
          
      
        2018
         Q2  | $2.29M | Sell | 
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| 
        
          
      
        2018
         Q1  | $2.33M | Buy | 
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| 
        
          
      
        2017
         Q4  | $2.34M | Buy | 
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