Brandywine Oak Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $712K | Hold |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $624K | Hold |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $600K | Hold |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $642K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $72K | Buy |
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