Burney Company’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 | $530K | Sell |
8,546
-949
| -10% | -$58.9K | 0.02% | 398 |
|
|
2025
Q1 | $554K | Buy |
9,495
+1,103
| +13% | +$64.4K | 0.02% | 402 |
|
|
2024
Q4 | $523K | Buy |
8,392
+8
| +0.1% | +$498 | 0.02% | 419 |
|
|
2024
Q3 | $522K | Buy |
8,384
+6
| +0.1% | +$374 | 0.02% | 433 |
|
|
2024
Q2 | $490K | Buy |
8,378
+3
| +0% | +$176 | 0.02% | 428 |
|
|
2024
Q1 | $509K | Sell |
8,375
-415
| -5% | -$25.2K | 0.02% | 432 |
|
|
2023
Q4 | $487K | Buy |
8,790
+305
| +4% | +$16.9K | 0.02% | 420 |
|
|
2023
Q3 | $423K | Sell |
8,485
-505
| -6% | -$25.2K | 0.02% | 427 |
|
|
2023
Q2 | $470K | Buy |
8,990
+25
| +0.3% | +$1.31K | 0.02% | 420 |
|
|
2023
Q1 | $449K | Hold |
8,965
| – | – | 0.02% | 420 |
|
|
2022
Q4 | $434K | Buy |
8,965
+5
| +0.1% | +$242 | 0.02% | 424 |
|
|
2022
Q3 | $393K | Buy |
8,960
+105
| +1% | +$4.61K | 0.02% | 442 |
|
|
2022
Q2 | $401K | Buy |
8,855
+80
| +0.9% | +$3.62K | 0.02% | 431 |
|
|
2022
Q1 | $471K | Sell |
8,775
-2,320
| -21% | -$125K | 0.02% | 422 |
|
|
2021
Q4 | $628K | Buy |
11,095
+2,330
| +27% | +$132K | 0.03% | 397 |
|
|
2021
Q3 | $461K | Sell |
8,765
-150
| -2% | -$7.89K | 0.02% | 424 |
|
|
2021
Q2 | $479K | Buy |
8,915
+2,030
| +29% | +$109K | 0.02% | 429 |
|
|
2021
Q1 | $358K | Sell |
6,885
-145
| -2% | -$7.54K | 0.02% | 452 |
|
|
2020
Q4 | $323K | Sell |
7,030
-190
| -3% | -$8.73K | 0.02% | 437 |
|
|
2020
Q3 | $268K | Buy |
7,220
+1,430
| +25% | +$53.1K | 0.02% | 430 |
|
|
2020
Q2 | $206K | Buy |
+5,790
| New | +$206K | 0.01% | 458 |
|