Live 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 | $480K | Buy |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $375K | Buy |
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