OIA
OneDigital Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
375,772
-14,715
| -4% | -$913K | 0.26% | 82 |
|
|
2025
Q1 | $22.8M | Sell |
390,487
-1,147
| -0.3% | -$66.9K | 0.27% | 77 |
|
|
2024
Q4 | $24.4M | Buy |
391,634
+5,002
| +1% | +$312K | 0.28% | 69 |
|
|
2024
Q3 | $24.1M | Buy |
386,632
+11,727
| +3% | +$731K | 0.28% | 72 |
|
|
2024
Q2 | $21.9M | Sell |
374,905
-8,987
| -2% | -$526K | 0.27% | 69 |
|
|
2024
Q1 | $23.3M | Buy |
383,892
+297,416
| +344% | +$18.1M | 0.37% | 57 |
|
|
2023
Q4 | $24M | Sell |
86,476
-109,266
| -56% | -$30.3M | 0.42% | 53 |
|
|
2023
Q3 | $48.8M | Buy |
195,742
+31,348
| +19% | +$7.82M | 1.06% | 17 |
|
|
2023
Q2 | $43M | Sell |
164,394
-991
| -0.6% | -$259K | 0.95% | 25 |
|
|
2023
Q1 | $41.4M | Buy |
165,385
+8,796
| +6% | +$2.2M | 0.97% | 24 |
|
|
2022
Q4 | $37.9M | Sell |
156,589
-1,617
| -1% | -$391K | 1.1% | 19 |
|
|
2022
Q3 | $34.7M | Buy |
158,206
+127,586
| +417% | +$28M | 1.29% | 18 |
|
|
2022
Q2 | $6.93M | Buy |
30,620
+892
| +3% | +$202K | 0.3% | 50 |
|
|
2022
Q1 | $7.98M | Buy |
29,728
+782
| +3% | +$210K | 0.3% | 50 |
|
|
2021
Q4 | $8.2M | Sell |
28,946
-382
| -1% | -$108K | 0.29% | 50 |
|
|
2021
Q3 | $7.72M | Buy |
29,328
+1,022
| +4% | +$269K | 0.31% | 51 |
|
|
2021
Q2 | $7.61M | Buy |
28,306
+5,778
| +26% | +$1.55M | 0.31% | 51 |
|
|
2021
Q1 | $5.86M | Sell |
22,528
-307
| -1% | -$79.9K | 0.27% | 61 |
|
|
2020
Q4 | $5.29M | Buy |
22,835
+1,863
| +9% | +$432K | 0.28% | 61 |
|
|
2020
Q3 | $3.9M | Sell |
20,972
-1,696
| -7% | -$316K | 0.27% | 74 |
|
|
2020
Q2 | $4.06M | Buy |
22,668
+332
| +1% | +$59.5K | 0.29% | 73 |
|
|
2020
Q1 | $3.25M | Buy |
22,336
+2,255
| +11% | +$328K | 0.29% | 76 |
|
|
2019
Q4 | $4.13M | Buy |
20,081
+1,555
| +8% | +$320K | 0.33% | 68 |
|
|
2019
Q3 | $3.58M | Buy |
18,526
+1,270
| +7% | +$245K | 0.32% | 74 |
|
|
2019
Q2 | $3.35M | Buy |
17,256
+5,647
| +49% | +$1.1M | 0.26% | 64 |
|
|
2019
Q1 | $2.22M | Buy |
11,609
+913
| +9% | +$174K | 0.32% | 70 |
|
|
2018
Q4 | $1.78M | Buy |
10,696
+8,095
| +311% | +$1.34M | 0.3% | 76 |
|
|
2018
Q3 | $524K | Buy |
2,601
+57
| +2% | +$11.5K | 0.12% | 104 |
|
|
2018
Q2 | $496K | Sell |
2,544
-26
| -1% | -$5.07K | 0.1% | 125 |
|
|
2018
Q1 | $482K | Sell |
2,570
-149
| -5% | -$27.9K | 0.11% | 130 |
|
|
2017
Q4 | $516K | Buy |
2,719
+2,593
| +2,058% | +$492K | 0.06% | 123 |
|
|
2017
Q3 | $23K | Sell |
126
-2,511
| -95% | -$458K | 0.01% | 596 |
|
|
2017
Q2 | $459K | Buy |
+2,637
| New | +$459K | 0.14% | 115 |
|