OWA
Octavia Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
23,927
-501
| -2% | -$31.1K | 0.17% | 55 |
|
|
2025
Q1 | $1.43M | Buy |
24,428
+416
| +2% | +$24.3K | 0.17% | 59 |
|
|
2024
Q4 | $1.5M | Sell |
24,012
-15
| -0.1% | -$935 | 0.18% | 57 |
|
|
2024
Q3 | $1.5M | Hold |
24,027
| – | – | 0.18% | 58 |
|
|
2024
Q2 | $1.41M | Sell |
24,027
-1,233
| -5% | -$72.2K | 0.19% | 59 |
|
|
2024
Q1 | $1.53M | Buy |
25,260
+20,450
| +425% | +$1.24M | 0.23% | 52 |
|
|
2023
Q4 | $1.33M | Sell |
4,810
-157
| -3% | -$43.5K | 0.23% | 58 |
|
|
2023
Q3 | $1.24M | Buy |
4,967
+217
| +5% | +$54.4K | 0.25% | 53 |
|
|
2023
Q2 | $1.24M | Buy |
4,750
+77
| +2% | +$20.1K | 0.25% | 52 |
|
|
2023
Q1 | $1.17M | Sell |
4,673
-343
| -7% | -$85.8K | 0.26% | 52 |
|
|
2022
Q4 | $1.21M | Sell |
5,016
-119
| -2% | -$28.8K | 0.3% | 53 |
|
|
2022
Q3 | $1.13M | Buy |
5,135
+133
| +3% | +$29.2K | 0.3% | 54 |
|
|
2022
Q2 | $1.13M | Sell |
5,002
-243
| -5% | -$54.9K | 0.3% | 59 |
|
|
2022
Q1 | $1.41M | Sell |
5,245
-285
| -5% | -$76.5K | 0.31% | 51 |
|
|
2021
Q4 | $1.57M | Sell |
5,530
-168
| -3% | -$47.5K | 0.34% | 47 |
|
|
2021
Q3 | $1.5M | Buy |
5,698
+8
| +0.1% | +$2.11K | 0.38% | 47 |
|
|
2021
Q2 | $1.53M | Sell |
5,690
-810
| -12% | -$218K | 0.4% | 48 |
|
|
2021
Q1 | $1.69M | Sell |
6,500
-606
| -9% | -$158K | 0.5% | 42 |
|
|
2020
Q4 | $1.63M | Buy |
+7,106
| New | +$1.63M | 0.53% | 41 |
|