One Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.61M Sell
2025
Q2
$1.55M Sell
2025
Q1
$1.53M Sell
2024
Q4
$1.66M Sell
2024
Q3
$1.69M Sell
2024
Q2
$1.62M Sell
2024
Q1
$1.85M Sell
2023
Q4
$1.72M Sell
2023
Q3
$3.16M Buy
2023
Q2
$1.57M Buy
2023
Q1
$1.49M Sell
2022
Q4
$1.66M Sell
2022
Q3
$1.71M Sell
2022
Q2
$2.49M Sell
2022
Q1
$6.17M Sell
2021
Q4
$7.46M Sell
2021
Q3
$7.62M Sell
2021
Q2
$8.93M Sell
2021
Q1
$10.1M Sell
2020
Q4
$11.3M Sell
2020
Q3
$9.43M Buy
2020
Q2
$8.59M Buy
2020
Q1
$5.89M Buy
2019
Q4
$7.69M Buy