Burney Company’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 | $534K | Sell |
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|
2025
Q2 | $530K | Sell |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $434K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $206K | Buy |
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