Oxinas Partners Wealth 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 | $530K | Sell |
8,545
-140
| -2% | -$8.68K | 0.27% | 76 |
|
|
2025
Q1 | $507K | Hold |
8,685
| – | – | 0.3% | 73 |
|
|
2024
Q4 | $541K | Hold |
8,685
| – | – | 0.32% | 73 |
|
|
2024
Q3 | $541K | Hold |
8,685
| – | – | 0.33% | 68 |
|
|
2024
Q2 | $508K | Sell |
8,685
-1,815
| -17% | -$106K | 0.34% | 70 |
|
|
2024
Q1 | $638K | Sell |
10,500
-340
| -3% | -$20.7K | 0.41% | 55 |
|
|
2023
Q4 | $601K | Sell |
10,840
-660
| -6% | -$36.6K | 0.43% | 54 |
|
|
2023
Q3 | $574K | Buy |
11,500
+105
| +0.9% | +$5.24K | 0.43% | 51 |
|
|
2023
Q2 | $596K | Hold |
11,395
| – | – | 0.39% | 55 |
|
|
2023
Q1 | $570K | Hold |
11,395
| – | – | 0.41% | 57 |
|
|
2022
Q4 | $551K | Sell |
11,395
-385
| -3% | -$18.6K | 0.47% | 50 |
|
|
2022
Q3 | $517K | Buy |
11,780
+170
| +1% | +$7.46K | 0.43% | 54 |
|
|
2022
Q2 | $525K | Sell |
11,610
-55
| -0.5% | -$2.49K | 0.4% | 53 |
|
|
2022
Q1 | $626K | Sell |
11,665
-765
| -6% | -$41.1K | 0.39% | 56 |
|
|
2021
Q4 | $704K | Buy |
12,430
+390
| +3% | +$22.1K | 0.4% | 61 |
|
|
2021
Q3 | $633K | Sell |
12,040
-110
| -0.9% | -$5.78K | 0.37% | 71 |
|
|
2021
Q2 | $653K | Sell |
12,150
-280
| -2% | -$15K | 0.37% | 69 |
|
|
2021
Q1 | $647K | Buy |
12,430
+790
| +7% | +$41.1K | 0.41% | 68 |
|
|
2020
Q4 | $535K | Buy |
+11,640
| New | +$535K | 0.4% | 65 |
|