Broadview Financial 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 | $2.21M | Sell |
35,693
-1,673
| -4% | -$104K | 1.5% | 17 |
|
|
2025
Q1 | $2.18M | Sell |
37,366
-1,927
| -5% | -$112K | 1.63% | 18 |
|
|
2024
Q4 | $2.45M | Sell |
39,293
-514
| -1% | -$32K | 1.75% | 18 |
|
|
2024
Q3 | $2.48M | Buy |
39,807
+116
| +0.3% | +$7.23K | 1.68% | 18 |
|
|
2024
Q2 | $2.32M | Sell |
39,691
-1,219
| -3% | -$71.3K | 1.69% | 17 |
|
|
2024
Q1 | $2.48M | Sell |
40,910
-965
| -2% | -$58.6K | 1.81% | 16 |
|
|
2023
Q4 | $2.32M | Sell |
41,875
-2,840
| -6% | -$157K | 1.79% | 16 |
|
|
2023
Q3 | $2.23M | Sell |
44,715
-625
| -1% | -$31.2K | 2.06% | 14 |
|
|
2023
Q2 | $2.37M | Buy |
45,340
+175
| +0.4% | +$9.15K | 2.02% | 14 |
|
|
2023
Q1 | $2.26M | Buy |
45,165
+2,105
| +5% | +$105K | 1.97% | 14 |
|
|
2022
Q4 | $2.08M | Sell |
43,060
-2,120
| -5% | -$103K | 1.87% | 15 |
|
|
2022
Q3 | $1.98M | Buy |
45,180
+95
| +0.2% | +$4.17K | 1.99% | 15 |
|
|
2022
Q2 | $2.04M | Sell |
45,085
-3,095
| -6% | -$140K | 1.9% | 16 |
|
|
2022
Q1 | $2.59M | Buy |
48,180
+345
| +0.7% | +$18.5K | 1.92% | 14 |
|
|
2021
Q4 | $2.71M | Sell |
47,835
-85
| -0.2% | -$4.81K | 1.93% | 15 |
|
|
2021
Q3 | $2.52M | Sell |
47,920
-390
| -0.8% | -$20.5K | 1.95% | 15 |
|
|
2021
Q2 | $2.6M | Sell |
48,310
-900
| -2% | -$48.4K | 1.96% | 15 |
|
|
2021
Q1 | $2.56M | Sell |
49,210
-3,460
| -7% | -$180K | 1.99% | 15 |
|
|
2020
Q4 | $2.42M | Sell |
52,670
-2,320
| -4% | -$107K | 1.86% | 17 |
|
|
2020
Q3 | $2.04M | Sell |
54,990
-5,510
| -9% | -$204K | 1.72% | 17 |
|
|
2020
Q2 | $2.15M | Sell |
60,500
-7,570
| -11% | -$269K | 1.72% | 18 |
|
|
2020
Q1 | $1.96M | Buy |
68,070
+1,525
| +2% | +$43.9K | 1.75% | 18 |
|
|
2019
Q4 | $2.74M | Buy |
66,545
+110
| +0.2% | +$4.53K | 1.91% | 17 |
|
|
2019
Q3 | $2.57M | Sell |
66,435
-215
| -0.3% | -$8.31K | 1.91% | 17 |
|
|
2019
Q2 | $2.59M | Sell |
66,650
-1,005
| -1% | -$39.1K | 1.95% | 17 |
|
|
2019
Q1 | $2.56M | Sell |
67,655
-255
| -0.4% | -$9.66K | 2% | 16 |
|
|
2018
Q4 | $2.26M | Buy |
67,910
+8,535
| +14% | +$283K | 2% | 14 |
|
|
2018
Q3 | $2.39M | Buy |
59,375
+550
| +0.9% | +$22.1K | 2.15% | 14 |
|
|
2018
Q2 | $2.29M | Sell |
58,825
-3,365
| -5% | -$131K | 2.24% | 14 |
|
|
2018
Q1 | $2.33M | Buy |
62,190
+625
| +1% | +$23.4K | 2.3% | 12 |
|
|
2017
Q4 | $2.34M | Buy |
+61,565
| New | +$2.34M | 2.27% | 14 |
|