Occidental Asset 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
Q3 | $938K | Buy |
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|
2025
Q2 | $881K | Buy |
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|
2025
Q1 | $829K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $840K | Sell |
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|
2022
Q4 | $856K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $949K | Sell |
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|
2021
Q2 | $999K | Sell |
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|
2021
Q1 | $984K | Sell |
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|
2020
Q4 | $872K | Buy |
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