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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
3,710
+11
| +0.3% | +$703 | 0.13% | 58 |
|
|
2025
Q1 | $210K | Buy |
3,699
+9
| +0.2% | +$512 | 0.14% | 59 |
|
|
2024
Q4 | $241K | Buy |
3,690
+15
| +0.4% | +$979 | 0.15% | 57 |
|
|
2024
Q3 | $241K | Buy |
3,675
+14
| +0.4% | +$920 | 0.15% | 57 |
|
|
2024
Q2 | $212K | Hold |
3,661
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $222K | Sell |
3,661
-59
| -2% | -$3.58K | 0.14% | 62 |
|
|
2023
Q4 | $203K | Buy |
+3,720
| New | +$203K | 0.16% | 66 |
|
|
2023
Q2 | – | Sell |
-4,835
| Closed | -$242K | – | 65 |
|
|
2023
Q1 | $242K | Hold |
4,835
| – | – | 0.22% | 53 |
|
|
2022
Q4 | $252K | Hold |
4,835
| – | – | 0.23% | 48 |
|
|
2022
Q3 | $218K | Hold |
4,835
| – | – | 0.23% | 48 |
|
|
2022
Q2 | $220K | Hold |
4,835
| – | – | 0.23% | 51 |
|
|
2022
Q1 | $253K | Sell |
4,835
-185
| -4% | -$9.68K | 0.23% | 51 |
|
|
2021
Q4 | $263K | Buy |
+5,020
| New | +$263K | 0.24% | 48 |
|