Oldfather Financial Services’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 | $2.04M | Sell |
32,934
-1,144
| -3% | -$71K | 0.7% | 24 |
|
|
2025
Q1 | $1.99M | Buy |
34,078
+2,267
| +7% | +$132K | 0.75% | 23 |
|
|
2024
Q4 | $1.98M | Sell |
31,811
-1,274
| -4% | -$79.4K | 0.76% | 21 |
|
|
2024
Q3 | $2.06M | Buy |
33,085
+34
| +0.1% | +$2.12K | 0.79% | 20 |
|
|
2024
Q2 | $1.93M | Buy |
33,051
+32
| +0.1% | +$1.87K | 0.79% | 19 |
|
|
2024
Q1 | $2.01M | Buy |
33,019
+29
| +0.1% | +$1.76K | 0.83% | 19 |
|
|
2023
Q4 | $1.83M | Sell |
32,990
-10
| -0% | -$554 | 0.82% | 20 |
|
|
2023
Q3 | $1.65M | Buy |
33,000
+110
| +0.3% | +$5.49K | 0.84% | 19 |
|
|
2023
Q2 | $1.72M | Buy |
32,890
+1,165
| +4% | +$60.9K | 0.84% | 19 |
|
|
2023
Q1 | $1.59M | Buy |
31,725
+25
| +0.1% | +$1.25K | 0.82% | 22 |
|
|
2022
Q4 | $1.53M | Sell |
31,700
-4,275
| -12% | -$207K | 0.87% | 21 |
|
|
2022
Q3 | $1.58M | Hold |
35,975
| – | – | 0.99% | 19 |
|
|
2022
Q2 | $1.75M | Buy |
35,975
+40
| +0.1% | +$1.95K | 1% | 19 |
|
|
2022
Q1 | $1.84M | Sell |
35,935
-605
| -2% | -$31K | 1% | 20 |
|
|
2021
Q4 | $1.97M | Buy |
36,540
+2,250
| +7% | +$121K | 1.03% | 20 |
|
|
2021
Q3 | $1.99M | Buy |
34,290
+200
| +0.6% | +$11.6K | 1.02% | 19 |
|
|
2021
Q2 | $1.85M | Sell |
34,090
-505
| -1% | -$27.4K | 1.01% | 19 |
|
|
2021
Q1 | $1.83M | Buy |
34,595
+20
| +0.1% | +$1.06K | 1.06% | 19 |
|
|
2020
Q4 | $1.71M | Buy |
34,575
+160
| +0.5% | +$7.91K | 1.01% | 19 |
|
|
2020
Q3 | $1.36M | Buy |
34,415
+105
| +0.3% | +$4.15K | 0.97% | 20 |
|
|
2020
Q2 | $1.29M | Sell |
34,310
-420
| -1% | -$15.7K | 1% | 21 |
|
|
2020
Q1 | $1.11M | Buy |
34,730
+40
| +0.1% | +$1.28K | 1.06% | 19 |
|
|
2019
Q4 | $1.42M | Buy |
+34,690
| New | +$1.42M | 1.32% | 17 |
|