Opes Wealth Management’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
Q2
$8.25M Buy
2025
Q1
$6.51M Buy
2024
Q4
$5.56M Buy
2024
Q3
$5.38M Buy
2024
Q2
$4.89M Sell
2024
Q1
$5.35M Sell
2023
Q4
$4.92M Buy
2023
Q3
$4.35M Buy
2023
Q2
$3.78M Buy
2023
Q1
$3.42M Buy
2022
Q4
$2.27M Sell
2022
Q3
$2.96M Buy
2022
Q2
$3M Buy
2022
Q1
$3.32M Buy
2021
Q4
$3.3M Buy
2021
Q3
$2.21M Buy