Oakwell Private Wealth Management’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
Q2 | $683K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $720K | Hold |
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|
2024
Q3 | $720K | Hold |
|
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|
2024
Q2 | $676K | Hold |
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|
2024
Q1 | $702K | Sell |
|
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $575K | Hold |
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|
2023
Q2 | $603K | Hold |
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|
2023
Q1 | $577K | Hold |
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|
2022
Q4 | $558K | Hold |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $834K | Hold |
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|
2021
Q4 | $880K | Hold |
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|
2021
Q3 | $818K | Hold |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $683K | Buy |
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