Brandywine Oak Private Wealth’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 | $677K | Sell |
10,915
-735
| -6% | -$45.6K | 0.06% | 125 |
|
|
2025
Q1 | $680K | Sell |
11,650
-21
| -0.2% | -$1.23K | 0.07% | 125 |
|
|
2024
Q4 | $727K | Buy |
11,671
+11
| +0.1% | +$685 | 0.07% | 122 |
|
|
2024
Q3 | $727K | Buy |
11,660
+515
| +5% | +$32.1K | 0.07% | 121 |
|
|
2024
Q2 | $652K | Sell |
11,145
-39
| -0.3% | -$2.28K | 0.07% | 123 |
|
|
2024
Q1 | $679K | Sell |
11,184
-76
| -0.7% | -$4.62K | 0.07% | 123 |
|
|
2023
Q4 | $624K | Hold |
11,260
| – | – | 0.07% | 127 |
|
|
2023
Q3 | $561K | Sell |
11,260
-210
| -2% | -$10.5K | 0.07% | 134 |
|
|
2023
Q2 | $600K | Hold |
11,470
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $574K | Sell |
11,470
-420
| -4% | -$21K | 0.07% | 145 |
|
|
2022
Q4 | $575K | Buy |
11,890
+5
| +0% | +$242 | 0.07% | 141 |
|
|
2022
Q3 | $521K | Buy |
11,885
+400
| +3% | +$17.5K | 0.07% | 150 |
|
|
2022
Q2 | $519K | Sell |
11,485
-675
| -6% | -$30.5K | 0.07% | 165 |
|
|
2022
Q1 | $652K | Buy |
12,160
+105
| +0.9% | +$5.63K | 0.07% | 167 |
|
|
2021
Q4 | $682K | Sell |
12,055
-165
| -1% | -$9.34K | 0.07% | 169 |
|
|
2021
Q3 | $643K | Buy |
12,220
+260
| +2% | +$13.7K | 0.07% | 171 |
|
|
2021
Q2 | $642K | Buy |
+11,960
| New | +$642K | 0.07% | 167 |
|
|
2019
Q1 | – | Sell |
-2,185
| Closed | -$72K | – | 405 |
|
|
2018
Q4 | $72K | Buy |
+2,185
| New | +$72K | 0.02% | 320 |
|