Osborne Partners Capital 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 | $365K | Hold |
5,890
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $344K | Hold |
5,890
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $367K | Hold |
5,890
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $367K | Buy |
+5,890
| New | +$367K | 0.02% | 174 |
|
|
2014
Q4 | – | Sell |
-11,400
| Closed | -$312K | – | 183 |
|
|
2014
Q3 | $312K | Buy |
+11,400
| New | +$312K | 0.04% | 154 |
|