OP
ORG Partners’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 | $1.86M | Sell |
29,556
-3,379
| -10% | -$212K | 0.4% | 55 |
|
|
2025
Q1 | $1.93M | Sell |
32,935
-95,797
| -74% | -$5.6M | 0.47% | 42 |
|
|
2024
Q4 | $8.02M | Buy |
128,732
+65,447
| +103% | +$4.08M | 1.09% | 24 |
|
|
2024
Q3 | $3.94M | Buy |
63,285
+27,094
| +75% | +$1.69M | 0.63% | 35 |
|
|
2024
Q2 | $2.1M | Buy |
+36,191
| New | +$2.1M | 0.26% | 74 |
|
|
2024
Q1 | – | Sell |
-7,480
| Closed | -$2.07M | – | 783 |
|
|
2023
Q4 | $2.07M | Buy |
7,480
+4,656
| +165% | +$1.29M | 0.35% | 58 |
|
|
2023
Q3 | $704K | Sell |
2,824
-4,873
| -63% | -$1.22M | 0.21% | 114 |
|
|
2023
Q2 | $2.02M | Buy |
+7,697
| New | +$2.02M | 0.33% | 58 |
|