OBWG
Onyx Bridge Wealth Group’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 | $408K | Sell |
6,580
-399
| -6% | -$24.7K | 0.05% | 194 |
|
|
2025
Q1 | $407K | Buy |
6,979
+93
| +1% | +$5.43K | 0.06% | 182 |
|
|
2024
Q4 | $429K | Buy |
6,886
+311
| +5% | +$19.4K | 0.06% | 173 |
|
|
2024
Q3 | $410K | Buy |
6,575
+33
| +0.5% | +$2.06K | 0.06% | 181 |
|
|
2024
Q2 | $383K | Buy |
6,542
+2
| +0% | +$117 | 0.06% | 173 |
|
|
2024
Q1 | $378K | Buy |
6,540
+5,114
| +359% | +$296K | 0.07% | 170 |
|
|
2023
Q4 | $395K | Buy |
1,426
+33
| +2% | +$9.15K | 0.08% | 153 |
|
|
2023
Q3 | $347K | Buy |
1,393
+140
| +11% | +$34.9K | 0.08% | 162 |
|
|
2023
Q2 | $328K | Sell |
1,253
-17
| -1% | -$4.45K | 0.08% | 167 |
|
|
2023
Q1 | $318K | Hold |
1,270
| – | – | 0.13% | 122 |
|
|
2022
Q4 | $315K | Sell |
1,270
-171
| -12% | -$42.4K | 0.13% | 117 |
|
|
2022
Q3 | $323K | Sell |
1,441
-80
| -5% | -$17.9K | 0.15% | 114 |
|
|
2022
Q2 | $364K | Sell |
1,521
-79
| -5% | -$18.9K | 0.16% | 87 |
|
|
2022
Q1 | $402K | Sell |
1,600
-52
| -3% | -$13.1K | 0.15% | 77 |
|
|
2021
Q4 | $469K | Buy |
1,652
+118
| +8% | +$33.5K | 0.16% | 80 |
|
|
2021
Q3 | $421K | Buy |
+1,534
| New | +$421K | 0.16% | 81 |
|