Silver Oak Securities’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
$2.5M Buy
40,250
+3,163
+9% +$196K 0.2% 116
2025
Q1
$2.16M Sell
37,087
-1,005
-3% -$58.5K 0.2% 117
2024
Q4
$2.37M Sell
38,092
-37,542
-50% -$2.33M 0.22% 101
2024
Q3
$4.71M Buy
75,634
+1,904
+3% +$118K 0.5% 47
2024
Q2
$4.31M Sell
73,730
-3,169
-4% -$185K 0.65% 38
2024
Q1
$4.67M Sell
76,899
-3,646
-5% -$221K 0.71% 34
2023
Q4
$4.46M Buy
80,545
+72,805
+941% +$4.04M 0.6% 38
2023
Q3
$386K Sell
7,740
-38,140
-83% -$1.9M 0.08% 189
2023
Q2
$2.4M Buy
45,880
+210
+0.5% +$11K 0.39% 54
2023
Q1
$2.29M Sell
45,670
-115
-0.3% -$5.75K 0.38% 53
2022
Q4
$2.22M Buy
45,785
+38,045
+492% +$1.84M 0.42% 48
2022
Q3
$386K Sell
7,740
-38,300
-83% -$1.91M 0.08% 189
2022
Q2
$2.2M Sell
46,040
-855
-2% -$40.9K 0.49% 38
2022
Q1
$2.45M Buy
+46,895
New +$2.45M 0.5% 39