MGO One Seven’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
$7.09M Sell
114,299
-7,396
-6% -$459K 0.23% 106
2025
Q1
$7.1M Sell
121,695
-14,099
-10% -$823K 0.28% 88
2024
Q4
$8.46M Buy
135,794
+8,607
+7% +$536K 0.32% 59
2024
Q3
$7.93M Buy
127,187
+10,482
+9% +$653K 0.34% 65
2024
Q2
$6.83M Buy
116,705
+15,470
+15% +$905K 0.32% 70
2024
Q1
$6.15M Sell
101,235
-9,950
-9% -$604K 0.32% 75
2023
Q4
$6.16M Buy
111,185
+23,770
+27% +$1.32M 0.35% 72
2023
Q3
$4.36M Buy
87,415
+4,200
+5% +$209K 0.34% 70
2023
Q2
$4.35M Sell
83,215
-71,260
-46% -$3.73M 0.4% 52
2023
Q1
$7.73M Buy
154,475
+78,895
+104% +$3.95M 0.49% 37
2022
Q4
$3.66M Sell
75,580
-915
-1% -$44.3K 0.37% 62
2022
Q3
$3.56K Sell
76,495
-915
-1% -$43 0.14% 99
2022
Q2
$3.5M Sell
77,410
-6,395
-8% -$289K 0.48% 37
2022
Q1
$4.5M Buy
83,805
+1,060
+1% +$56.9K 0.48% 36
2021
Q4
$4.69M Buy
82,745
+33,055
+67% +$1.87M 0.49% 39
2021
Q3
$2.77M Buy
49,690
+1,480
+3% +$82.5K 0.35% 72
2021
Q2
$2.59M Buy
48,210
+1,280
+3% +$68.8K 0.36% 60
2021
Q1
$2.44M Sell
46,930
-1,990
-4% -$104K 0.42% 49
2020
Q4
$2.25M Sell
48,920
-3,505
-7% -$161K 0.46% 45
2020
Q3
$1.94M Sell
52,425
-3,910
-7% -$145K 0.46% 50
2020
Q2
$2M Buy
56,335
+660
+1% +$23.5K 0.52% 38
2020
Q1
$1.6M Sell
55,675
-7,185
-11% -$207K 0.54% 45
2019
Q4
$2.59M Sell
62,860
-3,755
-6% -$155K 0.68% 27
2019
Q3
$2.57M Sell
66,615
-720
-1% -$27.8K 0.74% 27
2019
Q2
$2.62M Buy
67,335
+3,845
+6% +$149K 0.84% 20
2019
Q1
$2.41M Sell
63,490
-2,900
-4% -$110K 0.78% 22
2018
Q4
$2.21M Sell
66,390
-2,070
-3% -$68.8K 0.95% 13
2018
Q3
$2.76M Buy
+68,460
New +$2.76M 1.29% 11
2018
Q1
$2.46M Buy
65,455
+840
+1% +$31.5K 1.13% 7
2017
Q4
$2.45M Buy
+64,615
New +$2.45M 1.13% 8