Von Berge Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | $241K | Buy |
|
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|
2024
Q3 | $241K | Buy |
|
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|
2024
Q2 | $212K | Hold |
|
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $203K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Hold |
|
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $263K | Buy |
|