Oliver Lagore Vanvalin Investment Group’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 | $1.2M | Buy |
+20,509
| New | +$1.2M | 0.47% | 51 |
|
|
2024
Q4 | $1.14M | Buy |
18,350
+4,419
| +32% | +$275K | 0.29% | 68 |
|
|
2024
Q3 | $868K | Sell |
13,931
-791
| -5% | -$49.3K | 0.23% | 75 |
|
|
2024
Q2 | $862K | Buy |
14,722
+1,834
| +14% | +$107K | 0.25% | 70 |
|
|
2024
Q1 | $783K | Buy |
12,888
+3,668
| +40% | +$223K | 0.23% | 72 |
|
|
2023
Q4 | $511K | Sell |
9,220
-455
| -5% | -$25.2K | 0.19% | 80 |
|
|
2023
Q3 | $483K | Buy |
9,675
+3,505
| +57% | +$175K | 0.19% | 87 |
|
|
2023
Q2 | $323K | Buy |
+6,170
| New | +$323K | 0.12% | 109 |
|