OA
Operose 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 | $2.55M | Buy |
41,175
+13,981
| +51% | +$867K | 0.72% | 19 |
|
|
2025
Q1 | $1.59M | Buy |
27,194
+18,099
| +199% | +$1.06M | 0.53% | 30 |
|
|
2024
Q4 | $567K | Buy |
9,095
+17
| +0.2% | +$1.06K | 0.19% | 70 |
|
|
2024
Q3 | $566K | Buy |
9,078
+1,786
| +24% | +$111K | 0.18% | 77 |
|
|
2024
Q2 | $427K | Buy |
7,292
+11
| +0.2% | +$644 | 0.15% | 86 |
|
|
2024
Q1 | $442K | Buy |
7,281
+5,915
| +433% | +$359K | 0.15% | 96 |
|
|
2023
Q4 | $379K | Buy |
1,366
+381
| +39% | +$106K | 0.15% | 70 |
|
|
2023
Q3 | $246K | Buy |
985
+456
| +86% | +$114K | 0.1% | 102 |
|
|
2023
Q2 | $138K | Buy |
529
+2
| +0.4% | +$523 | 0.06% | 105 |
|
|
2023
Q1 | $132K | Buy |
527
+2
| +0.4% | +$500 | 0.07% | 99 |
|
|
2022
Q4 | $127K | Buy |
+525
| New | +$127K | 0.07% | 99 |
|