Oxford Financial Group’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
Q2 | $2.33M | Sell |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.38M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $911K | Hold |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $757K | Sell |
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|
2020
Q3 | $756K | Sell |
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|
2020
Q2 | $809K | Hold |
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|
2020
Q1 | $655K | Hold |
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|
2019
Q4 | $937K | Buy |
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|
2019
Q3 | $876K | Hold |
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|
2019
Q2 | $880K | Hold |
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|
2019
Q1 | $858K | Buy |
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|
2018
Q4 | $528K | Hold |
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|
2018
Q3 | $640K | Sell |
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|
2018
Q2 | $698K | Hold |
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|
2018
Q1 | $672K | Buy |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $308K | Buy |
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|
2017
Q2 | $201K | Sell |
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|
2017
Q1 | $204K | Buy |
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