OGF
Orin Green Financial’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 | $20.1M | Buy |
323,686
+5,188
| +2% | +$322K | 8.5% | 3 |
|
|
2025
Q1 | $17.1M | Buy |
+318,498
| New | +$17.1M | 8.05% | 4 |
|
|
2024
Q4 | – | Sell |
-312,835
| Closed | -$19.5M | – | 3 |
|
|
2024
Q3 | $19.5M | Buy |
312,835
+2,977
| +1% | +$186K | 8.41% | 3 |
|
|
2024
Q2 | $18.1M | Buy |
+309,858
| New | +$18.1M | 8.35% | 4 |
|
|
2024
Q1 | – | Sell |
-61,827
| Closed | -$17.1M | – | 3 |
|
|
2023
Q4 | $17.1M | Buy |
61,827
+968
| +2% | +$268K | 8.44% | 3 |
|
|
2023
Q3 | $15.2M | Sell |
60,859
-781
| -1% | -$195K | 8.42% | 3 |
|
|
2023
Q2 | $16.1M | Buy |
61,640
+2,454
| +4% | +$642K | 8.43% | 3 |
|
|
2023
Q1 | $14.8M | Buy |
59,186
+12,124
| +26% | +$3.03M | 8.01% | 3 |
|
|
2022
Q4 | $11.4M | Buy |
47,062
+738
| +2% | +$179K | 6.68% | 4 |
|
|
2022
Q3 | $10.2M | Buy |
46,324
+564
| +1% | +$124K | 6.6% | 3 |
|
|
2022
Q2 | $10.4M | Sell |
45,760
-55
| -0.1% | -$12.5K | 6.51% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
45,815
+262
| +0.6% | +$70.3K | 8.03% | 3 |
|
|
2021
Q4 | $12.2M | Buy |
45,553
+2,347
| +5% | +$628K | 8.83% | 3 |
|
|
2021
Q3 | $11.4M | Sell |
43,206
-260
| -0.6% | -$68.4K | 7.93% | 3 |
|
|
2021
Q2 | $11.7M | Buy |
43,466
+363
| +0.8% | +$97.6K | 8.26% | 3 |
|
|
2021
Q1 | $11.2M | Sell |
43,103
-6,693
| -13% | -$1.74M | 9.13% | 2 |
|
|
2020
Q4 | $11.4M | Buy |
+49,796
| New | +$11.4M | 9.08% | 2 |
|