Opes Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Buy |
132,963
+21,329
| +19% | +$1.32M | 1.46% | 24 |
|
|
2025
Q1 | $6.51M | Buy |
111,634
+22,347
| +25% | +$1.3M | 1.31% | 25 |
|
|
2024
Q4 | $5.56M | Buy |
89,287
+2,950
| +3% | +$184K | 1.14% | 27 |
|
|
2024
Q3 | $5.38M | Buy |
86,337
+2,804
| +3% | +$175K | 1.03% | 27 |
|
|
2024
Q2 | $4.89M | Sell |
83,533
-4,570
| -5% | -$267K | 1.02% | 27 |
|
|
2024
Q1 | $5.35M | Sell |
88,103
-712
| -0.8% | -$43.2K | 1.24% | 27 |
|
|
2023
Q4 | $4.92M | Buy |
88,815
+1,610
| +2% | +$89.2K | 1.18% | 27 |
|
|
2023
Q3 | $4.35M | Buy |
87,205
+14,845
| +21% | +$740K | 1.2% | 29 |
|
|
2023
Q2 | $3.78M | Buy |
72,360
+4,025
| +6% | +$210K | 1.07% | 30 |
|
|
2023
Q1 | $3.42M | Buy |
68,335
+21,350
| +45% | +$1.07M | 1.1% | 30 |
|
|
2022
Q4 | $2.27M | Sell |
46,985
-20,470
| -30% | -$990K | 0.83% | 33 |
|
|
2022
Q3 | $2.96M | Buy |
67,455
+1,075
| +2% | +$47.1K | 1.18% | 27 |
|
|
2022
Q2 | $3M | Buy |
66,380
+4,590
| +7% | +$208K | 1.2% | 28 |
|
|
2022
Q1 | $3.32M | Buy |
61,790
+3,530
| +6% | +$189K | 1.08% | 28 |
|
|
2021
Q4 | $3.3M | Buy |
58,260
+16,310
| +39% | +$923K | 1.02% | 27 |
|
|
2021
Q3 | $2.21M | Buy |
+41,950
| New | +$2.21M | 0.78% | 31 |
|