Oakwell Private Wealth Management’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 | $683K | Sell |
11,020
-1,090
| -9% | -$67.6K | 0.16% | 47 |
|
|
2025
Q1 | $707K | Buy |
12,110
+559
| +5% | +$32.6K | 0.2% | 39 |
|
|
2024
Q4 | $720K | Hold |
11,551
| – | – | 0.2% | 40 |
|
|
2024
Q3 | $720K | Hold |
11,551
| – | – | 0.21% | 40 |
|
|
2024
Q2 | $676K | Hold |
11,551
| – | – | 0.19% | 41 |
|
|
2024
Q1 | $702K | Sell |
11,551
-24
| -0.2% | -$1.46K | 0.21% | 38 |
|
|
2023
Q4 | $642K | Buy |
11,575
+45
| +0.4% | +$2.49K | 0.22% | 38 |
|
|
2023
Q3 | $575K | Hold |
11,530
| – | – | 0.24% | 36 |
|
|
2023
Q2 | $603K | Hold |
11,530
| – | – | 0.25% | 36 |
|
|
2023
Q1 | $577K | Hold |
11,530
| – | – | 0.26% | 37 |
|
|
2022
Q4 | $558K | Hold |
11,530
| – | – | 0.27% | 36 |
|
|
2022
Q3 | $506K | Hold |
11,530
| – | – | 0.28% | 36 |
|
|
2022
Q2 | $522K | Sell |
11,530
-4,010
| -26% | -$182K | 0.3% | 39 |
|
|
2022
Q1 | $834K | Hold |
15,540
| – | – | 0.42% | 29 |
|
|
2021
Q4 | $880K | Hold |
15,540
| – | – | 0.44% | 28 |
|
|
2021
Q3 | $818K | Hold |
15,540
| – | – | 0.44% | 27 |
|
|
2021
Q2 | $835K | Sell |
15,540
-110
| -0.7% | -$5.91K | 0.54% | 31 |
|
|
2021
Q1 | $815K | Buy |
15,650
+800
| +5% | +$41.7K | 0.58% | 30 |
|
|
2020
Q4 | $683K | Buy |
+14,850
| New | +$683K | 0.54% | 30 |
|