Omni 360 Wealth’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 | $791K | Sell |
12,748
-206
| -2% | -$12.8K | 0.39% | 58 |
|
|
2025
Q1 | $756K | Sell |
12,954
-13
| -0.1% | -$759 | 0.44% | 53 |
|
|
2024
Q4 | $808K | Buy |
12,967
+133
| +1% | +$8.29K | 0.51% | 50 |
|
|
2024
Q3 | $800K | Buy |
12,834
+130
| +1% | +$8.1K | 0.52% | 50 |
|
|
2024
Q2 | $743K | Sell |
12,704
-1,632
| -11% | -$95.5K | 0.55% | 48 |
|
|
2024
Q1 | $871K | Buy |
14,336
+1,441
| +11% | +$87.5K | 0.71% | 39 |
|
|
2023
Q4 | $715K | Buy |
+12,895
| New | +$715K | 0.67% | 40 |
|