Pin Oak Investment Advisors’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 | $820K | Buy |
14,059
+13,250
| +1,638% | +$773K | 0.69% | 30 |
|
|
2025
Q1 | $818K | Hold |
809
| – | – | 0.62% | 32 |
|
|
2024
Q4 | $50K | Hold |
809
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $50K | Buy |
809
+464
| +134% | +$28.7K | 0.05% | 183 |
|
|
2024
Q2 | $20K | Sell |
345
-345
| -50% | -$20K | 0.02% | 261 |
|
|
2024
Q1 | $42K | Hold |
690
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $38K | Hold |
690
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $35K | Hold |
690
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $36K | Hold |
690
| – | – | 0.04% | 194 |
|
|
2023
Q1 | $35K | Hold |
690
| – | – | 0.04% | 184 |
|
|
2022
Q4 | $33K | Buy |
+690
| New | +$33K | 0.04% | 172 |
|