Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.41M | Sell |
126,622
-2,392
| -2% | -$141K | 0.08% | 113 |
|
|
2024
Q1 | $7.84M | Buy |
129,014
+6,029
| +5% | +$341K | 0.08% | 109 |
|
|
2023
Q4 | $6.82M | Buy |
122,985
+750
| +0.6% | +$38K | 0.08% | 119 |
|
|
2023
Q3 | $6.1M | Buy |
122,235
+7,135
| +6% | +$374K | 0.09% | 118 |
|
|
2023
Q2 | $6.02M | Buy |
115,100
+6,235
| +6% | +$310K | 0.09% | 118 |
|
|
2023
Q1 | $5.27M | Hold |
108,865
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $5.27M | Sell |
108,865
-5,360
| -5% | -$259K | 0.1% | 107 |
|
|
2022
Q3 | $5.01M | Buy |
114,225
+7,375
| +7% | +$357K | 0.1% | 102 |
|
|
2022
Q2 | $4.83M | Buy |
106,850
+27,595
| +35% | +$1.36M | 0.1% | 109 |
|
|
2022
Q1 | $4.25M | Buy |
79,255
+4,390
| +6% | +$234K | 0.08% | 118 |
|
|
2021
Q4 | $4.24M | Buy |
74,865
+8,560
| +13% | +$476K | 0.08% | 115 |
|
|
2021
Q3 | $3.49M | Buy |
66,305
+1,095
| +2% | +$58.9K | 0.07% | 131 |
|
|
2021
Q2 | $3.5M | Buy |
65,210
+1,155
| +2% | +$62.4K | 0.08% | 124 |
|
|
2021
Q1 | $3.33M | Sell |
64,055
-3,595
| -5% | -$180K | 0.16% | 113 |
|
|
2020
Q4 | $3.11M | Buy |
67,650
+14,450
| +27% | +$609K | 0.16% | 112 |
|
|
2020
Q3 | $1.97M | Sell |
53,200
-6,545
| -11% | -$245K | 0.15% | 111 |
|
|
2020
Q2 | $2.13M | Buy |
59,745
+1,405
| +2% | +$46.7K | 0.2% | 88 |
|
|
2020
Q1 | $1.68M | Sell |
58,340
-30,655
| -34% | -$1.14M | 0.16% | 105 |
|
|
2019
Q4 | $3.66M | Sell |
88,995
-830
| -0.9% | -$32.9K | 0.35% | 65 |
|
|
2019
Q3 | $3.47M | Sell |
89,825
-5,130
| -5% | -$197K | 0.38% | 60 |
|
|
2019
Q2 | $3.69M | Sell |
94,955
-22,350
| -19% | -$857K | 0.4% | 54 |
|
|
2019
Q1 | $4.44M | Buy |
117,305
+31,940
| +37% | +$1.18M | 0.56% | 44 |
|
|
2018
Q4 | $2.83M | Buy |
85,365
+57,405
| +205% | +$2.09M | 0.43% | 52 |
|
|
2018
Q3 | $1.13M | Sell |
27,960
-530
| -2% | -$21.3K | 0.17% | 114 |
|
|
2018
Q2 | $1.11M | Buy |
28,490
+5,970
| +27% | +$231K | 0.18% | 110 |
|
|
2018
Q1 | $845K | Sell |
22,520
-4,330
| -16% | -$166K | 0.16% | 125 |
|
|
2017
Q4 | $1.02M | Buy |
26,850
+6,210
| +30% | +$230K | 0.21% | 102 |
|
|
2017
Q3 | $739K | Sell |
20,640
-150
| -0.7% | -$5.22K | 0.18% | 121 |
|
|
2017
Q2 | $723K | Buy |
20,790
+3,205
| +18% | +$111K | 0.17% | 121 |
|
|
2017
Q1 | $602K | Buy |
17,585
+730
| +4% | +$24.8K | 0.18% | 114 |
|
|
2016
Q4 | $557K | Buy |
16,855
+3,140
| +23% | +$99.6K | 0.18% | 110 |
|
|
2016
Q3 | $424K | Buy |
13,715
+110
| +0.8% | +$3.4K | 0.14% | 117 |
|
|
2016
Q2 | $406K | Buy |
13,605
+575
| +4% | +$16.9K | 0.14% | 124 |
|
|
2016
Q1 | $376K | Sell |
13,030
-1,695
| -12% | -$45.3K | 0.12% | 123 |
|
|
2015
Q4 | $410K | Buy |
14,725
+580
| +4% | +$16.6K | 0.14% | 113 |
|
|
2015
Q3 | $386K | Hold |
14,145
| – | – | 0.14% | 114 |
|
|
2015
Q2 | $424K | Buy |
14,145
+1,155
| +9% | +$35.2K | 0.14% | 118 |
|
|
2015
Q1 | $395K | Buy |
12,990
+440
| +4% | +$13K | 0.15% | 117 |
|
|
2014
Q4 | $363K | Buy |
12,550
+1,090
| +10% | +$30.6K | 0.14% | 117 |
|
|
2014
Q3 | $313K | Hold |
11,460
| – | – | 0.13% | 117 |
|
|
2014
Q2 | $328K | Buy |
11,460
+2,060
| +22% | +$56.6K | 0.14% | 110 |
|
|
2014
Q1 | $258K | Buy |
9,400
+625
| +7% | +$16.8K | 0.12% | 117 |
|
|
2013
Q4 | $235K | Buy |
+8,775
| New | +$227K | 0.11% | 132 |
|
Other funds holding IJH
