Oak Harbor Wealth Partners’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 | $2.1M | Sell |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $7.14M | Buy |
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|
2022
Q3 | $6.43M | Buy |
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|
2022
Q2 | $6.4M | Buy |
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|
2022
Q1 | $6.91M | Buy |
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|
2021
Q4 | $6.47M | Buy |
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