Olympus 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 | $13.4M | Buy |
215,861
+43,193
| +25% | +$2.68M | 4.5% | 6 |
|
|
2025
Q1 | $10.1M | Buy |
172,668
+48,697
| +39% | +$2.84M | 4.42% | 7 |
|
|
2024
Q4 | $7.72M | Buy |
+123,971
| New | +$7.72M | 2.81% | 7 |
|
|
2024
Q3 | – | Sell |
-158,442
| Closed | -$9.27M | – | 17 |
|
|
2024
Q2 | $9.27M | Buy |
158,442
+94,408
| +147% | +$5.52M | 2.9% | 9 |
|
|
2024
Q1 | $3.89M | Sell |
64,034
-17,666
| -22% | -$1.07M | 2.31% | 9 |
|
|
2023
Q4 | $4.53M | Sell |
81,700
-1,285
| -2% | -$71.2K | 2.32% | 7 |
|
|
2023
Q3 | $4.14M | Sell |
82,985
-360
| -0.4% | -$18K | 2.37% | 9 |
|
|
2023
Q2 | $4.36M | Sell |
83,345
-2,240
| -3% | -$117K | 2.35% | 9 |
|
|
2023
Q1 | $4.28M | Sell |
85,585
-1,870
| -2% | -$93.6K | 2.35% | 9 |
|
|
2022
Q4 | $4.23M | Sell |
87,455
-78,540
| -47% | -$3.8M | 2.12% | 11 |
|
|
2022
Q3 | $7.28M | Buy |
165,995
+72,480
| +78% | +$3.18M | 3.14% | 10 |
|
|
2022
Q2 | $4.23M | Buy |
93,515
+490
| +0.5% | +$22.2K | 2.36% | 10 |
|
|
2022
Q1 | $4.99M | Buy |
93,025
+13,075
| +16% | +$702K | 2.42% | 11 |
|
|
2021
Q4 | $4.53M | Buy |
+79,950
| New | +$4.53M | 3.14% | 8 |
|