Oxford Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Oxford Financial Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Sell	37,640 -165	-0.4%	-$10.2K	0.14%	49
2025 Q1	$2.21M	Sell	37,805 -370	-1%	-$21.6K	0.15%	49
2024 Q4	$2.38M	Buy	38,175 +9,535	+33%	+$594K	0.15%	52
2024 Q3	$1.78M	Buy	28,640 +3,920	+16%	+$244K	0.11%	63
2024 Q2	$1.45M	Buy	24,720 +710	+3%	+$41.5K	0.1%	73
2024 Q1	$1.46M	Sell	24,010 -685	-3%	-$41.6K	0.1%	62
2023 Q4	$1.37M	Sell	24,695 -2,590	-9%	-$144K	0.1%	67
2023 Q3	$1.36M	Sell	27,285 -7,680	-22%	-$383K	0.12%	60
2023 Q2	$1.83M	Buy	34,965 +8,510	+32%	+$445K	0.17%	46
2023 Q1	$1.32M	Sell	26,455 -165	-0.6%	-$8.26K	0.15%	56
2022 Q4	$1.29M	Buy	26,620 +11,090	+71%	+$537K	0.15%	58
2022 Q3	$681K	Sell	15,530 -4,605	-23%	-$202K	0.1%	79
2022 Q2	$911K	Hold	20,135	–	–	0.13%	69
2022 Q1	$1.08M	Hold	20,135	–	–	0.14%	70
2021 Q4	$1.14M	Buy	20,135 +5,780	+40%	+$327K	0.13%	75
2021 Q3	$755K	Sell	14,355 -2,690	-16%	-$141K	0.1%	86
2021 Q2	$916K	Sell	17,045 -200	-1%	-$10.7K	0.12%	79
2021 Q1	$898K	Buy	17,245 +770	+5%	+$40.1K	0.12%	75
2020 Q4	$757K	Sell	16,475 -3,925	-19%	-$180K	0.11%	79
2020 Q3	$756K	Sell	20,400 -2,360	-10%	-$87.5K	0.12%	75
2020 Q2	$809K	Hold	22,760	–	–	0.14%	64
2020 Q1	$655K	Hold	22,760	–	–	0.13%	69
2019 Q4	$937K	Buy	22,760 +105	+0.5%	+$4.32K	0.26%	37
2019 Q3	$876K	Hold	22,655	–	–	0.28%	34
2019 Q2	$880K	Hold	22,655	–	–	0.29%	31
2019 Q1	$858K	Buy	22,655 +6,750	+42%	+$256K	0.31%	32
2018 Q4	$528K	Hold	15,905	–	–	0.17%	31
2018 Q3	$640K	Sell	15,905 -2,005	-11%	-$80.7K	0.3%	20
2018 Q2	$698K	Hold	17,910	–	–	0.36%	21
2018 Q1	$672K	Buy	17,910 +2,175	+14%	+$81.6K	0.38%	21
2017 Q4	$597K	Buy	15,735 +7,125	+83%	+$270K	0.41%	22
2017 Q3	$308K	Buy	8,610 +2,830	+49%	+$101K	0.21%	26
2017 Q2	$201K	Sell	5,780 -185	-3%	-$6.43K	0.15%	25
2017 Q1	$204K	Buy	+5,965	New	+$204K	0.18%	25