One Wealth Advisors’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 | $1.55M | Sell |
25,015
-1,165
| -4% | -$72.3K | 0.22% | 72 |
|
|
2025
Q1 | $1.53M | Sell |
26,180
-408
| -2% | -$23.8K | 0.23% | 73 |
|
|
2024
Q4 | $1.66M | Sell |
26,588
-483
| -2% | -$30.1K | 0.25% | 64 |
|
|
2024
Q3 | $1.69M | Sell |
27,071
-557
| -2% | -$34.7K | 0.26% | 56 |
|
|
2024
Q2 | $1.62M | Sell |
27,628
-2,842
| -9% | -$167K | 0.35% | 44 |
|
|
2024
Q1 | $1.85M | Sell |
30,470
-580
| -2% | -$35.2K | 0.32% | 51 |
|
|
2023
Q4 | $1.72M | Sell |
31,050
-32,220
| -51% | -$1.79M | 0.33% | 50 |
|
|
2023
Q3 | $3.16M | Buy |
63,270
+33,325
| +111% | +$1.66M | 0.7% | 35 |
|
|
2023
Q2 | $1.57M | Buy |
29,945
+210
| +0.7% | +$11K | 0.33% | 49 |
|
|
2023
Q1 | $1.49M | Sell |
29,735
-4,630
| -13% | -$232K | 0.34% | 49 |
|
|
2022
Q4 | $1.66M | Sell |
34,365
-4,605
| -12% | -$223K | 0.38% | 47 |
|
|
2022
Q3 | $1.71M | Sell |
38,970
-16,085
| -29% | -$705K | 0.56% | 31 |
|
|
2022
Q2 | $2.49M | Sell |
55,055
-59,930
| -52% | -$2.71M | 0.67% | 34 |
|
|
2022
Q1 | $6.17M | Sell |
114,985
-16,775
| -13% | -$900K | 1.51% | 17 |
|
|
2021
Q4 | $7.46M | Sell |
131,760
-13,125
| -9% | -$743K | 1.89% | 13 |
|
|
2021
Q3 | $7.62M | Sell |
144,885
-21,230
| -13% | -$1.12M | 2.24% | 12 |
|
|
2021
Q2 | $8.93M | Sell |
166,115
-27,645
| -14% | -$1.49M | 2.83% | 11 |
|
|
2021
Q1 | $10.1M | Sell |
193,760
-53,130
| -22% | -$2.77M | 3.87% | 9 |
|
|
2020
Q4 | $11.3M | Sell |
246,890
-7,440
| -3% | -$342K | 6.16% | 6 |
|
|
2020
Q3 | $9.43M | Buy |
254,330
+12,870
| +5% | +$477K | 6.5% | 7 |
|
|
2020
Q2 | $8.59M | Buy |
241,460
+36,905
| +18% | +$1.31M | 6.82% | 5 |
|
|
2020
Q1 | $5.89M | Buy |
204,555
+17,675
| +9% | +$509K | 5.83% | 5 |
|
|
2019
Q4 | $7.69M | Buy |
+186,880
| New | +$7.69M | 5.68% | 6 |
|