BSW
Buckingham Strategic Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.41M | Sell |
126,622
-2,392
| -2% | -$140K | 0.08% | 113 |
|
|
2024
Q1 | $7.84M | Buy |
129,014
+104,417
| +425% | +$6.34M | 0.08% | 109 |
|
|
2023
Q4 | $6.82M | Buy |
24,597
+150
| +0.6% | +$41.6K | 0.08% | 119 |
|
|
2023
Q3 | $6.1M | Buy |
24,447
+1,427
| +6% | +$356K | 0.09% | 118 |
|
|
2023
Q2 | $6.02M | Buy |
23,020
+1,247
| +6% | +$326K | 0.09% | 118 |
|
|
2023
Q1 | $5.27M | Hold |
21,773
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $5.27M | Sell |
21,773
-1,072
| -5% | -$259K | 0.1% | 107 |
|
|
2022
Q3 | $5.01M | Buy |
22,845
+1,475
| +7% | +$323K | 0.1% | 102 |
|
|
2022
Q2 | $4.84M | Buy |
21,370
+5,519
| +35% | +$1.25M | 0.1% | 109 |
|
|
2022
Q1 | $4.25M | Buy |
15,851
+878
| +6% | +$236K | 0.08% | 118 |
|
|
2021
Q4 | $4.24M | Buy |
14,973
+1,712
| +13% | +$485K | 0.08% | 115 |
|
|
2021
Q3 | $3.49M | Buy |
13,261
+219
| +2% | +$57.6K | 0.07% | 131 |
|
|
2021
Q2 | $3.51M | Buy |
13,042
+231
| +2% | +$62.1K | 0.08% | 124 |
|
|
2021
Q1 | $3.33M | Sell |
12,811
-719
| -5% | -$187K | 0.16% | 113 |
|
|
2020
Q4 | $3.11M | Buy |
13,530
+2,890
| +27% | +$664K | 0.16% | 112 |
|
|
2020
Q3 | $1.97M | Sell |
10,640
-1,309
| -11% | -$243K | 0.15% | 111 |
|
|
2020
Q2 | $2.13M | Buy |
11,949
+281
| +2% | +$50K | 0.2% | 88 |
|
|
2020
Q1 | $1.68M | Sell |
11,668
-6,131
| -34% | -$882K | 0.16% | 105 |
|
|
2019
Q4 | $3.66M | Sell |
17,799
-166
| -0.9% | -$34.2K | 0.35% | 65 |
|
|
2019
Q3 | $3.47M | Sell |
17,965
-1,026
| -5% | -$198K | 0.38% | 60 |
|
|
2019
Q2 | $3.69M | Sell |
18,991
-4,470
| -19% | -$868K | 0.4% | 54 |
|
|
2019
Q1 | $4.44M | Buy |
23,461
+6,388
| +37% | +$1.21M | 0.56% | 44 |
|
|
2018
Q4 | $2.84M | Buy |
17,073
+11,481
| +205% | +$1.91M | 0.43% | 52 |
|
|
2018
Q3 | $1.13M | Sell |
5,592
-106
| -2% | -$21.3K | 0.17% | 114 |
|
|
2018
Q2 | $1.11M | Buy |
5,698
+1,194
| +27% | +$233K | 0.18% | 110 |
|
|
2018
Q1 | $845K | Sell |
4,504
-866
| -16% | -$162K | 0.16% | 125 |
|
|
2017
Q4 | $1.02M | Buy |
5,370
+1,242
| +30% | +$236K | 0.21% | 102 |
|
|
2017
Q3 | $739K | Sell |
4,128
-30
| -0.7% | -$5.37K | 0.18% | 121 |
|
|
2017
Q2 | $723K | Buy |
4,158
+641
| +18% | +$111K | 0.17% | 121 |
|
|
2017
Q1 | $602K | Buy |
3,517
+146
| +4% | +$25K | 0.18% | 114 |
|
|
2016
Q4 | $557K | Buy |
3,371
+628
| +23% | +$104K | 0.18% | 110 |
|
|
2016
Q3 | $424K | Buy |
2,743
+22
| +0.8% | +$3.4K | 0.14% | 117 |
|
|
2016
Q2 | $406K | Buy |
2,721
+115
| +4% | +$17.2K | 0.14% | 124 |
|
|
2016
Q1 | $376K | Sell |
2,606
-339
| -12% | -$48.9K | 0.12% | 123 |
|
|
2015
Q4 | $410K | Buy |
2,945
+116
| +4% | +$16.1K | 0.14% | 113 |
|
|
2015
Q3 | $386K | Hold |
2,829
| – | – | 0.14% | 114 |
|
|
2015
Q2 | $424K | Buy |
2,829
+231
| +9% | +$34.6K | 0.14% | 118 |
|
|
2015
Q1 | $395K | Buy |
2,598
+88
| +4% | +$13.4K | 0.15% | 117 |
|
|
2014
Q4 | $363K | Buy |
2,510
+218
| +10% | +$31.5K | 0.14% | 117 |
|
|
2014
Q3 | $313K | Hold |
2,292
| – | – | 0.13% | 117 |
|
|
2014
Q2 | $328K | Buy |
2,292
+412
| +22% | +$59K | 0.14% | 110 |
|
|
2014
Q1 | $258K | Buy |
1,880
+125
| +7% | +$17.2K | 0.12% | 117 |
|
|
2013
Q4 | $235K | Buy |
+1,755
| New | +$235K | 0.11% | 132 |
|