Optimum Investment Advisors’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
Q3 | $299K | Hold |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $701K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q3 | $494K | Buy |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $562K | Buy |
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|
2019
Q3 | $527K | Buy |
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $746K | Buy |
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|
2018
Q2 | $707K | Buy |
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|
2018
Q1 | $681K | Sell |
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|
2017
Q4 | $704K | Buy |
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|
2017
Q3 | $664K | Buy |
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|
2017
Q2 | $624K | Hold |
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|
2017
Q1 | $614K | Buy |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $213K | Hold |
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|
2016
Q2 | $205K | Sell |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $202K | Sell |
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|
2015
Q3 | $225K | Buy |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $228K | Sell |
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|
2014
Q2 | $243K | Buy |
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|
2014
Q1 | $226K | Hold |
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|
2013
Q4 | $220K | Hold |
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|
2013
Q3 | $204K | Buy |
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